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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 | $92,837 | $197,637-53.0% | $177,848-47.8% | $158,982-41.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.03% | 58.77%-46.7pp | 48.33%-36.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $3,539 | $6,698-47.2% | $5,919-40.2% | $4,763-25.7% |
| Participant deferral / active EE | $1,734 | $8,405-79.4% | $7,714-77.5% | $5,983-71.0% |
| Admin fee / account holder | $897 | $15,406-94.2% | $12,431-92.8% | $11,252-92.0% |