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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 | $82,956 | $176,120-52.9% | $159,487-48.0% | $167,553-50.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 331.95%-321.9pp | 263.71%-253.6pp | 478.89%-468.8pp |
| Employer contribution / active EE | $4,541 | $5,299-14.3% | $4,831-6.0% | $4,840-6.2% |
| Participant deferral / active EE | $1,338 | $7,752-82.7% | $7,354-81.8% | $6,343-78.9% |
| Admin fee / account holder | $12,937 | $12,561+3.0% | $10,804+19.7% | $12,316+5.0% |