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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 | $137,778 | $165,399-16.7% | $149,745-8.0% | $158,982-13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.27% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $9,511 | $5,105+86.3% | $4,646+104.7% | $4,763+99.7% |
| Participant deferral / active EE | $1,525 | $7,183-78.8% | $6,843-77.7% | $5,983-74.5% |
| Admin fee / account holder | $660 | $10,811-93.9% | $9,312-92.9% | $11,252-94.1% |