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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 | $177,156-68.3% | $147,027-61.8% | $154,746-63.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.49% | 21.94%-7.4pp | 20.23%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,516 | $4,336+27.2% | $3,626+52.1% | $4,379+26.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,161 | $14,904-92.2% | $12,223-90.5% | $14,365-91.9% |