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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 | $60,333 | $239,571-74.8% | $183,328-67.1% | $137,256-56.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.39% | 35.69%-24.3pp | 29.67%-18.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $6,201 | $6,148+0.9% | $5,055+22.7% | $4,156+49.2% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,589 | $30,059-91.4% | $21,427-87.9% | $12,270-78.9% |