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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 | $88,889 | $227,291-60.9% | $214,702-58.6% | $155,188-42.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.55% | 60.08%-48.5pp | 54.55%-43.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,944 | $6,772-56.5% | $6,461-54.4% | $4,248-30.7% |
| Participant deferral / active EE | $2,768 | $9,582-71.1% | $9,147-69.7% | $6,531-57.6% |
| Admin fee / account holder | $740 | $20,413-96.4% | $19,830-96.3% | $14,480-94.9% |