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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 | $149,404 | $165,361-9.7% | $149,715-0.2% | $158,950-6.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.26% | 348.24%-338.0pp | 276.66%-266.4pp | 302.91%-292.7pp |
| Employer contribution / active EE | $8,659 | $5,103+69.7% | $4,645+86.4% | $4,762+81.8% |
| Participant deferral / active EE | $1,314 | $7,182-81.7% | $6,842-80.8% | $5,983-78.0% |
| Admin fee / account holder | $89,736 | $10,808+730.3% | $9,310+863.9% | $11,248+697.8% |