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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 | $113,970 | $197,637-42.3% | $177,848-35.9% | $158,982-28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.49% | 58.77%-49.3pp | 48.33%-38.8pp | 302.99%-293.5pp |
| Employer contribution / active EE | $23,843 | $6,698+256.0% | $5,919+302.8% | $4,763+400.6% |
| Participant deferral / active EE | $2,389 | $8,405-71.6% | $7,714-69.0% | $5,983-60.1% |
| Admin fee / account holder | $13,926 | $15,406-9.6% | $12,431+12.0% | $11,252+23.8% |