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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 | $98,903 | $157,304-37.1% | $141,197-30.0% | $152,909-35.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.75% | 64.34%-47.6pp | 71.41%-54.7pp | 345.46%-328.7pp |
| Employer contribution / active EE | $3,622 | $5,263-31.2% | $4,736-23.5% | $4,764-24.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,625 | $12,126-61.9% | $10,265-54.9% | $11,601-60.1% |