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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 | $92,794 | $176,120-47.3% | $159,487-41.8% | $167,553-44.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 331.95%-321.9pp | 263.71%-253.6pp | 478.89%-468.8pp |
| Employer contribution / active EE | $2,714 | $5,299-48.8% | $4,831-43.8% | $4,840-43.9% |
| Participant deferral / active EE | $996 | $7,752-87.2% | $7,354-86.5% | $6,343-84.3% |
| Admin fee / account holder | $1,626 | $12,561-87.1% | $10,804-85.0% | $12,316-86.8% |