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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 | $107,561 | $100,970+6.5% | $96,576+11.4% | $137,256-21.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.11% | 38.16%-25.0pp | 38.47%-25.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,517 | $3,809-60.2% | $3,553-57.3% | $4,156-63.5% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,596 | $11,312-41.7% | $11,381-42.0% | $12,270-46.2% |