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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 | $94,733 | $223,823-57.7% | $211,142-55.1% | $154,746-38.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.05% | 50.39%-37.3pp | 46.84%-33.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $11,353 | $6,787+67.3% | $6,442+76.2% | $4,379+159.2% |
| Participant deferral / active EE | $1,993 | $9,750-79.6% | $9,284-78.5% | $6,730-70.4% |
| Admin fee / account holder | $13,992 | $19,707-29.0% | $19,076-26.7% | $14,365-2.6% |