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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 | $94,612 | $159,934-40.8% | $147,005-35.6% | $145,959-35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.10% | 98.24%-87.1pp | 418.76%-407.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,625 | $5,287+6.4% | $4,934+14.0% | $4,661+20.7% |
| Participant deferral / active EE | $2,308 | $8,427-72.6% | $8,070-71.4% | $6,689-65.5% |
| Admin fee / account holder | $17,418 | $15,053+15.7% | $13,006+33.9% | $13,398+30.0% |