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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 | $83,449 | $154,228-45.9% | $145,433-42.6% | $137,256-39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.77% | 74.59%-45.8pp | 66.58%-37.8pp | 220.34%-191.6pp |
| Employer contribution / active EE | $22,839 | $4,804+375.4% | $4,554+401.5% | $4,156+449.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $926 | $14,344-93.5% | $13,129-92.9% | $12,270-92.5% |