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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 | $82,931 | $162,136-48.9% | $152,301-45.5% | $154,746-46.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.11% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $10,829 | $4,890+121.4% | $4,624+134.2% | $4,379+147.3% |
| Participant deferral / active EE | $2,435 | $8,341-70.8% | $8,004-69.6% | $6,730-63.8% |
| Admin fee / account holder | $2,231 | $15,759-85.8% | $14,398-84.5% | $14,365-84.5% |