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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 | $74,536 | $106,974-30.3% | $90,796-17.9% | $138,895-46.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 11.97% | 20.10%-8.1pp | 19.29%-7.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $22,072 | $2,609+746.1% | $2,294+862.3% | $4,194+426.2% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $752 | $8,626-91.3% | $7,024-89.3% | $12,562-94.0% |