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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 | $99,596 | $289,211-65.6% | $260,467-61.8% | $198,609-49.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 17.42% | 112.90%-95.5pp | 100.60%-83.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $9,640 | $4,663+106.7% | $4,239+127.4% | $5,055+90.7% |
| Participant deferral / active EE | $1,407 | $6,812-79.3% | $6,319-77.7% | $6,977-79.8% |
| Admin fee / account holder | $21,573 | $16,236+32.9% | $15,461+39.5% | $19,030+13.4% |