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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 | $108,953 | $209,874-48.1% | $189,537-42.5% | $167,536-35.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.37% | 748.61%-734.2pp | 555.34%-541.0pp | 478.82%-464.4pp |
| Employer contribution / active EE | $10,000 | $6,913+44.7% | $6,161+62.3% | $4,839+106.7% |
| Participant deferral / active EE | $1,900 | $8,934-78.7% | $8,220-76.9% | $6,342-70.0% |
| Admin fee / account holder | $1,415 | $14,299-90.1% | $12,048-88.3% | $12,315-88.5% |