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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 | $76,716 | $105,960-27.6% | $81,726-6.1% | $158,982-51.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.65% | 38.19%-31.5pp | 29.49%-22.8pp | 302.99%-296.3pp |
| Employer contribution / active EE | $4,208 | $7,805-46.1% | $4,311-2.4% | $4,763-11.7% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $875 | $8,494-89.7% | $5,160-83.0% | $11,252-92.2% |