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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 | $89,858 | $225,673-60.2% | $203,872-55.9% | $155,188-42.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.51% | 95.91%-86.4pp | 85.11%-75.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $4,552 | $4,099+11.1% | $3,757+21.1% | $4,248+7.2% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,903 | $12,327-35.9% | $11,730-32.6% | $14,480-45.4% |