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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 | $88,990 | $165,399-46.2% | $149,745-40.6% | $158,982-44.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.06% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $5,198 | $5,105+1.8% | $4,646+11.9% | $4,763+9.1% |
| Participant deferral / active EE | $1,951 | $7,183-72.8% | $6,843-71.5% | $5,983-67.4% |
| Admin fee / account holder | $16,060 | $10,811+48.6% | $9,312+72.5% | $11,252+42.7% |