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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 | $103,245 | $208,088-50.4% | $186,193-44.5% | $154,746-33.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.81% | 89.97%-80.2pp | 78.03%-68.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,619 | $4,340-39.7% | $3,918-33.2% | $4,379-40.2% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,243 | $11,698-29.5% | $11,058-25.5% | $14,365-42.6% |