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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 | $96,169 | $114,119-15.7% | $107,187-10.3% | $138,895-30.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.06% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $8,092 | $4,059+99.4% | $3,782+113.9% | $4,194+92.9% |
| Participant deferral / active EE | $318 | $5,538-94.3% | $5,096-93.8% | $6,396-95.0% |
| Admin fee / account holder | $3,788 | $10,024-62.2% | $9,162-58.7% | $12,562-69.8% |