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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 | $96,499 | $171,492-43.7% | $150,734-36.0% | $198,609-51.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.00% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,347 | $5,470-57.1% | $4,918-52.3% | $5,055-53.6% |
| Participant deferral / active EE | $1,691 | $6,259-73.0% | $5,610-69.9% | $6,977-75.8% |
| Admin fee / account holder | $865 | $17,628-95.1% | $14,905-94.2% | $19,030-95.5% |