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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 | $85,796 | $223,823-61.7% | $211,142-59.4% | $154,746-44.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.73% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $10,707 | $6,787+57.8% | $6,442+66.2% | $4,379+144.5% |
| Participant deferral / active EE | $1,812 | $9,750-81.4% | $9,284-80.5% | $6,730-73.1% |
| Admin fee / account holder | $1,087 | $19,707-94.5% | $19,076-94.3% | $14,365-92.4% |