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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 | $117,126 | $125,237-6.5% | $105,608+10.9% | $145,877-19.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.54% | 225.76%-216.2pp | 116.50%-107.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,112 | $3,720-43.2% | $3,167-33.3% | $4,663-54.7% |
| Participant deferral / active EE | $1,254 | $5,711-78.0% | $5,010-75.0% | $6,691-81.3% |
| Admin fee / account holder | $2,548 | $17,287-85.3% | $11,028-76.9% | $13,402-81.0% |