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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 | $100,722 | $228,395-55.9% | $185,861-45.8% | $158,982-36.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.14% | 40.82%-32.7pp | 35.96%-27.8pp | 302.99%-294.8pp |
| Employer contribution / active EE | $21,000 | $4,968+322.7% | $4,088+413.7% | $4,763+340.9% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $853 | $11,869-92.8% | $9,503-91.0% | $11,252-92.4% |