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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 | $94,224 | $209,874-55.1% | $189,537-50.3% | $167,536-43.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.06% | 748.61%-731.6pp | 555.34%-538.3pp | 478.82%-461.8pp |
| Employer contribution / active EE | $3,279 | $6,913-52.6% | $6,161-46.8% | $4,839-32.2% |
| Participant deferral / active EE | $1,064 | $8,934-88.1% | $8,220-87.1% | $6,342-83.2% |
| Admin fee / account holder | $10,795 | $14,299-24.5% | $12,048-10.4% | $12,315-12.3% |