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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 | $87,961 | $217,432-59.5% | $185,849-52.7% | $167,536-47.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.05% | 148.42%-139.4pp | 122.10%-113.0pp | 478.82%-469.8pp |
| Employer contribution / active EE | $9,554 | $5,875+62.6% | $5,169+84.8% | $4,839+97.4% |
| Participant deferral / active EE | $1,666 | $6,357-73.8% | $5,569-70.1% | $6,342-73.7% |
| Admin fee / account holder | $20,986 | $19,818+5.9% | $16,244+29.2% | $12,315+70.4% |