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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 | $107,867 | $115,917-6.9% | $100,535+7.3% | $158,982-32.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.71% | 34.80%-20.1pp | 30.90%-16.2pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,694 | $4,105-58.7% | $3,419-50.5% | $4,763-64.4% |
| Participant deferral / active EE | $1,933 | $6,677-71.0% | $6,271-69.2% | $5,983-67.7% |
| Admin fee / account holder | $20,443 | $11,002+85.8% | $8,085+152.9% | $11,252+81.7% |