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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 | $116,414 | $182,442-36.2% | $163,379-28.7% | $138,895-16.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.84% | 72.74%-58.9pp | 63.41%-49.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $13,829 | $4,159+232.5% | $3,752+268.5% | $4,194+229.7% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,895 | $10,396-43.3% | $9,818-40.0% | $12,562-53.1% |