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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,165 | $185,312-70.2% | $161,489-65.8% | $154,746-64.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.54% | 103.84%-91.3pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $16,974 | $4,769+255.9% | $4,268+297.7% | $4,379+287.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $419 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |