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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 | $98,418 | $165,381-40.5% | $149,730-34.3% | $158,966-38.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.85% | 348.29%-337.4pp | 276.70%-265.9pp | 302.95%-292.1pp |
| Employer contribution / active EE | $1,350 | $5,104-73.6% | $4,645-70.9% | $4,762-71.7% |
| Participant deferral / active EE | $1,095 | $7,182-84.8% | $6,843-84.0% | $5,983-81.7% |
| Admin fee / account holder | $939 | $10,809-91.3% | $9,310-89.9% | $11,250-91.7% |