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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 | $47,691 | $172,111-72.3% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 27.39% | 69.37%-42.0pp | 62.79%-35.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $14,565 | $4,636+214.1% | $4,154+250.6% | $4,156+250.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $544 | $16,471-96.7% | $14,116-96.1% | $12,270-95.6% |