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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 | $93,727 | $165,381-43.3% | $149,730-37.4% | $158,966-41.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.61% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $3,238 | $5,104-36.6% | $4,645-30.3% | $4,762-32.0% |
| Participant deferral / active EE | $1,908 | $7,182-73.4% | $6,843-72.1% | $5,983-68.1% |
| Admin fee / account holder | $13,044 | $10,809+20.7% | $9,310+40.1% | $11,250+15.9% |