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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 | $99,543 | $105,210-5.4% | $159,487-37.6% | $85,851+15.9% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 27.96% | 45.08%-17.1pp | 263.71%-235.7pp | 318.63%-290.7pp |
| Employer contribution / active EE | $1,042 | $3,319-68.6% | $4,831-78.4% | $2,565-59.4% |
| Participant deferral / active EE | $1,829 | $5,946-69.2% | $7,354-75.1% | $3,952-53.7% |
| Admin fee / account holder | $901 | $6,934-87.0% | $10,804-91.7% | $6,261-85.6% |