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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 | $93,803 | $178,174-47.4% | $156,181-39.9% | $137,256-31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.46% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $12,369 | $4,972+148.8% | $4,294+188.1% | $4,156+197.6% |
| Participant deferral / active EE | $1,491 | $6,888-78.4% | $6,132-75.7% | $6,407-76.7% |
| Admin fee / account holder | $1,350 | $17,404-92.2% | $14,586-90.7% | $12,270-89.0% |