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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 | $145,948 | $162,812-10.4% | $133,971+8.9% | $158,966-8.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.88% | 41.94%-27.1pp | 45.09%-30.2pp | 302.95%-288.1pp |
| Employer contribution / active EE | $7,254 | $4,976+45.8% | $3,919+85.1% | $4,762+52.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,657 | $11,741-85.9% | $8,929-81.4% | $11,250-85.3% |