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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 | $93,931 | $209,874-55.2% | $189,537-50.4% | $167,536-43.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.68% | 748.61%-732.9pp | 555.34%-539.7pp | 478.82%-463.1pp |
| Employer contribution / active EE | $6,106 | $6,913-11.7% | $6,161-0.9% | $4,839+26.2% |
| Participant deferral / active EE | $3,120 | $8,934-65.1% | $8,220-62.0% | $6,342-50.8% |
| Admin fee / account holder | $7,419 | $14,299-48.1% | $12,048-38.4% | $12,315-39.8% |