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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 | $96,269 | $185,312-48.1% | $161,489-40.4% | $154,746-37.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.36% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,814 | $4,769-62.0% | $4,268-57.5% | $4,379-58.6% |
| Participant deferral / active EE | $1,814 | $6,350-71.4% | $5,630-67.8% | $6,730-73.0% |
| Admin fee / account holder | $27,191 | $18,654+45.8% | $16,006+69.9% | $14,365+89.3% |