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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 | $82,245 | $201,344-59.2% | $184,243-55.4% | $145,877-43.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.76% | 29.01%-19.2pp | 28.82%-19.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $4,112 | $7,022-41.5% | $6,427-36.0% | $4,663-11.8% |
| Participant deferral / active EE | $1,815 | $9,807-81.5% | $9,132-80.1% | $6,691-72.9% |
| Admin fee / account holder | $3,741 | $16,382-77.2% | $13,914-73.1% | $13,402-72.1% |