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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 | $95,458 | $196,972-51.5% | $182,262-47.6% | $198,609-51.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.27% | 158.27%-153.0pp | 140.60%-135.3pp | 202.70%-197.4pp |
| Employer contribution / active EE | $8,939 | $5,364+66.7% | $5,046+77.2% | $5,055+76.8% |
| Participant deferral / active EE | $2,375 | $8,643-72.5% | $8,276-71.3% | $6,977-66.0% |
| Admin fee / account holder | $1,958 | $18,429-89.4% | $16,712-88.3% | $19,030-89.7% |