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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 | $209,336-54.7% | $197,124-51.9% | $137,256-31.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.05% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $11,353 | $6,591+72.3% | $6,227+82.3% | $4,156+173.2% |
| Participant deferral / active EE | $1,993 | $9,614-79.3% | $9,135-78.2% | $6,407-68.9% |
| Admin fee / account holder | $13,992 | $17,308-19.2% | $16,298-14.2% | $12,270+14.0% |