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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 | $85,295 | $275,752-69.1% | $256,809-66.8% | $198,609-57.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.73% | 34.81%-29.1pp | 32.73%-27.0pp | 202.70%-197.0pp |
| Employer contribution / active EE | $3,482 | $7,721-54.9% | $7,263-52.1% | $5,055-31.1% |
| Participant deferral / active EE | $1,428 | $10,037-85.8% | $9,520-85.0% | $6,977-79.5% |
| Admin fee / account holder | $16,253 | $25,716-36.8% | $25,146-35.4% | $19,030-14.6% |