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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 | $227,399-57.7% | $189,758-49.3% | $198,609-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.36% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,814 | $5,526-67.2% | $4,767-61.9% | $5,055-64.1% |
| Participant deferral / active EE | $1,814 | $6,837-73.5% | $5,856-69.0% | $6,977-74.0% |
| Admin fee / account holder | $27,191 | $25,162+8.1% | $20,388+33.4% | $19,030+42.9% |