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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 | $96,913 | $209,425-53.7% | $178,499-45.7% | $158,966-39.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.07% | 188.80%-171.7pp | 151.10%-134.0pp | 302.95%-285.9pp |
| Employer contribution / active EE | $10,218 | $5,707+79.0% | $5,011+103.9% | $4,762+114.6% |
| Participant deferral / active EE | $1,987 | $5,955-66.6% | $5,202-61.8% | $5,983-66.8% |
| Admin fee / account holder | $1,243 | $17,078-92.7% | $13,986-91.1% | $11,250-89.0% |