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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 | $81,418 | $110,410-26.3% | $102,437-20.5% | $145,897-44.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.07% | 24.85%-15.8pp | 24.95%-15.9pp | 552.29%-543.2pp |
| Employer contribution / active EE | $22,510 | $4,217+433.8% | $3,871+481.6% | $4,663+382.8% |
| Participant deferral / active EE | $1,161 | $5,622-79.3% | $5,060-77.1% | $6,689-82.6% |
| Admin fee / account holder | $1,158 | $9,745-88.1% | $8,388-86.2% | $13,390-91.4% |