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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 | $92,374 | $227,399-59.4% | $189,758-51.3% | $198,609-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.82% | 61.03%-39.2pp | 52.62%-30.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $16,660 | $5,526+201.5% | $4,767+249.5% | $5,055+229.6% |
| Participant deferral / active EE | $1,093 | $6,837-84.0% | $5,856-81.3% | $6,977-84.3% |
| Admin fee / account holder | $1,131 | $25,162-95.5% | $20,388-94.5% | $19,030-94.1% |