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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 | $209,336-59.0% | $197,124-56.5% | $137,256-37.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.73% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $10,707 | $6,591+62.5% | $6,227+71.9% | $4,156+157.6% |
| Participant deferral / active EE | $1,812 | $9,614-81.2% | $9,135-80.2% | $6,407-71.7% |
| Admin fee / account holder | $1,087 | $17,308-93.7% | $16,298-93.3% | $12,270-91.1% |