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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 | $93,190 | $100,003-6.8% | $146,685-36.5% | $85,856+8.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 20.26% | 18.93%+1.3pp | 22.75%-2.5pp | 318.58%-298.3pp |
| Employer contribution / active EE | $2,198 | $2,559-14.1% | $4,137-46.9% | $2,565-14.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,639 | $7,704-39.8% | $10,281-54.9% | $6,261-25.9% |