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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 | $90,112 | $202,440-55.5% | $169,390-46.8% | $139,466-35.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 532.36%-519.2pp | 406.07%-392.9pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,117 | $4,693-76.2% | $4,013-72.2% | $4,754-76.5% |
| Participant deferral / active EE | $884 | $6,940-87.3% | $6,222-85.8% | $6,712-86.8% |
| Admin fee / account holder | $17,887 | $10,722+66.8% | $9,015+98.4% | $11,409+56.8% |