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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 | $60,705 | $108,922-44.3% | $100,398-39.5% | $145,978-58.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.37% | 58.04%-47.7pp | 49.32%-39.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $18,534 | $4,426+318.8% | $3,946+369.7% | $4,662+297.6% |
| Participant deferral / active EE | $2,013 | $8,450-76.2% | $8,084-75.1% | $6,690-69.9% |
| Admin fee / account holder | $307 | $9,680-96.8% | $7,893-96.1% | $13,400-97.7% |