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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 | $56,158 | $212,777-73.6% | $173,703-67.7% | $198,609-71.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.49% | 18.82%-4.3pp | 17.46%-3.0pp | 202.70%-188.2pp |
| Employer contribution / active EE | $5,516 | $5,214+5.8% | $4,288+28.6% | $5,055+9.1% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,161 | $19,536-94.1% | $15,562-92.5% | $19,030-93.9% |