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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 | $92,374 | $181,062-49.0% | $158,223-41.6% | $155,188-40.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.82% | 57.39%-35.6pp | 52.09%-30.3pp | 148.84%-127.0pp |
| Employer contribution / active EE | $16,660 | $4,565+265.0% | $4,109+305.5% | $4,248+292.2% |
| Participant deferral / active EE | $1,093 | $6,134-82.2% | $5,467-80.0% | $6,531-83.3% |
| Admin fee / account holder | $1,131 | $18,825-94.0% | $16,047-93.0% | $14,480-92.2% |