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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 | $91,276 | $183,968-50.4% | $162,166-43.7% | $152,870-40.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.83% | 150.77%-133.9pp | 115.59%-98.8pp | 345.34%-328.5pp |
| Employer contribution / active EE | $2,162 | $6,371-66.1% | $5,614-61.5% | $4,763-54.6% |
| Participant deferral / active EE | $2,539 | $8,034-68.4% | $7,298-65.2% | $5,850-56.6% |
| Admin fee / account holder | $3,168 | $13,121-75.9% | $10,842-70.8% | $11,597-72.7% |