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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 | $90,831 | $113,338-19.9% | $94,993-4.4% | $147,586-38.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.26% | 20.80%-2.5pp | 27.14%-8.9pp | 578.59%-560.3pp |
| Employer contribution / active EE | $14,569 | $3,160+361.0% | $2,603+459.6% | $4,876+198.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,865 | $6,063-69.2% | $4,960-62.4% | $10,886-82.9% |