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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 | $110,757 | $148,623-25.5% | $135,974-18.5% | $139,466-20.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.49% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $6,940 | $5,246+32.3% | $4,859+42.8% | $4,754+46.0% |
| Participant deferral / active EE | $2,111 | $8,103-73.9% | $7,760-72.8% | $6,712-68.6% |
| Admin fee / account holder | $518 | $12,406-95.8% | $10,767-95.2% | $11,409-95.5% |