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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 | $101,291 | $275,752-63.3% | $256,809-60.6% | $198,609-49.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.23% | 34.81%-21.6pp | 32.73%-19.5pp | 202.70%-189.5pp |
| Employer contribution / active EE | $3,500 | $7,721-54.7% | $7,263-51.8% | $5,055-30.8% |
| Participant deferral / active EE | $2,262 | $10,037-77.5% | $9,520-76.2% | $6,977-67.6% |
| Admin fee / account holder | $5,550 | $25,716-78.4% | $25,146-77.9% | $19,030-70.8% |