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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 | $162,618 | $106,247+53.1% | $96,515+68.5% | $139,466+16.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.57% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $900 | $4,106-78.1% | $3,740-75.9% | $4,754-81.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $21,666 | $7,885+174.8% | $6,735+221.7% | $11,409+89.9% |