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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 | $85,036 | $111,814-23.9% | $103,378-17.7% | $145,978-41.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.53% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $11,598 | $4,215+175.2% | $3,870+199.7% | $4,662+148.8% |
| Participant deferral / active EE | $966 | $5,618-82.8% | $5,058-80.9% | $6,690-85.6% |
| Admin fee / account holder | $310 | $9,764-96.8% | $8,401-96.3% | $13,400-97.7% |