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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 | $74,401 | $185,312-59.9% | $161,489-53.9% | $154,746-51.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.59% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $7,453 | $4,769+56.3% | $4,268+74.6% | $4,379+70.2% |
| Participant deferral / active EE | $543 | $6,350-91.5% | $5,630-90.4% | $6,730-91.9% |
| Admin fee / account holder | $6,053 | $18,654-67.6% | $16,006-62.2% | $14,365-57.9% |