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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 | $142,029 | $157,276-9.7% | $141,177+0.6% | $152,885-7.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.95% | 64.33%-38.4pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $6,104 | $5,262+16.0% | $4,736+28.9% | $4,763+28.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,283 | $12,123-72.9% | $10,263-68.0% | $11,598-71.7% |