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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 | $105,898 | $183,627-42.3% | $155,602-31.9% | $145,978-27.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $4,096 | $5,316-23.0% | $4,675-12.4% | $4,662-12.1% |
| Participant deferral / active EE | $1,717 | $6,466-73.5% | $5,629-69.5% | $6,690-74.3% |
| Admin fee / account holder | $4,809 | $19,327-75.1% | $15,923-69.8% | $13,400-64.1% |