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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 | $114,882 | $217,432-47.2% | $185,849-38.2% | $167,536-31.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.01% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,152 | $5,875-63.4% | $5,169-58.4% | $4,839-55.5% |
| Participant deferral / active EE | $1,804 | $6,357-71.6% | $5,569-67.6% | $6,342-71.6% |
| Admin fee / account holder | $3,123 | $19,818-84.2% | $16,244-80.8% | $12,315-74.6% |