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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 | $94,812 | $165,399-42.7% | $149,745-36.7% | $158,982-40.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.61% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $35,915 | $5,105+603.6% | $4,646+673.1% | $4,763+654.1% |
| Participant deferral / active EE | $1,876 | $7,183-73.9% | $6,843-72.6% | $5,983-68.7% |
| Admin fee / account holder | $11,451 | $10,811+5.9% | $9,312+23.0% | $11,252+1.8% |