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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 | $97,168 | $209,874-53.7% | $189,537-48.7% | $167,536-42.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.69% | 748.61%-734.9pp | 555.34%-541.6pp | 478.82%-465.1pp |
| Employer contribution / active EE | $4,173 | $6,913-39.6% | $6,161-32.3% | $4,839-13.8% |
| Participant deferral / active EE | $1,770 | $8,934-80.2% | $8,220-78.5% | $6,342-72.1% |
| Admin fee / account holder | $11,162 | $14,299-21.9% | $12,048-7.4% | $12,315-9.4% |