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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 | $86,167 | $185,312-53.5% | $161,489-46.6% | $154,746-44.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.37% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,719 | $4,769-64.0% | $4,268-59.7% | $4,379-60.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,594 | $18,654-48.6% | $16,006-40.1% | $14,365-33.2% |