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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 | $93,712 | $209,425-55.3% | $178,499-47.5% | $158,966-41.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.02% | 188.80%-177.8pp | 151.10%-140.1pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,450 | $5,707-74.6% | $5,011-71.1% | $4,762-69.6% |
| Participant deferral / active EE | $388 | $5,955-93.5% | $5,202-92.5% | $5,983-93.5% |
| Admin fee / account holder | $20,642 | $17,078+20.9% | $13,986+47.6% | $11,250+83.5% |