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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 | $223,823-54.7% | $211,142-52.0% | $154,746-34.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.23% | 50.39%-37.2pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,500 | $6,787-48.4% | $6,442-45.7% | $4,379-20.1% |
| Participant deferral / active EE | $2,262 | $9,750-76.8% | $9,284-75.6% | $6,730-66.4% |
| Admin fee / account holder | $5,550 | $19,707-71.8% | $19,076-70.9% | $14,365-61.4% |