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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 | $97,817 | $209,428-53.3% | $178,498-45.2% | $158,950-38.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.01% | 188.78%-177.8pp | 151.09%-140.1pp | 302.91%-291.9pp |
| Employer contribution / active EE | $6,283 | $5,707+10.1% | $5,011+25.4% | $4,762+32.0% |
| Participant deferral / active EE | $914 | $5,955-84.6% | $5,202-82.4% | $5,983-84.7% |
| Admin fee / account holder | $3,622 | $17,077-78.8% | $13,985-74.1% | $11,248-67.8% |