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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 | $118,121 | $217,432-45.7% | $185,849-36.4% | $167,536-29.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.42% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $6,244 | $5,875+6.3% | $5,169+20.8% | $4,839+29.0% |
| Participant deferral / active EE | $1,204 | $6,357-81.1% | $5,569-78.4% | $6,342-81.0% |
| Admin fee / account holder | $6,039 | $19,818-69.5% | $16,244-62.8% | $12,315-51.0% |