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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 | $79,881 | $227,566-64.9% | $189,558-57.9% | $167,518-52.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 15.08% | 78.43%-63.3pp | 64.19%-49.1pp | 478.71%-463.6pp |
| Employer contribution / active EE | $4,154 | $5,316-21.9% | $4,412-5.8% | $4,838-14.1% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,478 | $11,881-87.6% | $9,809-84.9% | $12,312-88.0% |