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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 | $78,519 | $209,874-62.6% | $189,537-58.6% | $167,536-53.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.34% | 748.61%-735.3pp | 555.34%-542.0pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,693 | $6,913-61.0% | $6,161-56.3% | $4,839-44.3% |
| Participant deferral / active EE | $2,168 | $8,934-75.7% | $8,220-73.6% | $6,342-65.8% |
| Admin fee / account holder | $2,375 | $14,299-83.4% | $12,048-80.3% | $12,315-80.7% |