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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 | $73,517 | $155,555-52.7% | $146,866-49.9% | $155,188-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.89% | 115.41%-90.5pp | 102.85%-78.0pp | 148.84%-123.9pp |
| Employer contribution / active EE | $14,748 | $4,647+217.4% | $4,425+233.3% | $4,248+247.2% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,343 | $14,755-90.9% | $13,620-90.1% | $14,480-90.7% |