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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 | $133,504 | $185,312-28.0% | $161,489-17.3% | $154,746-13.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.21% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,823 | $4,769-61.8% | $4,268-57.3% | $4,379-58.4% |
| Participant deferral / active EE | $1,823 | $6,350-71.3% | $5,630-67.6% | $6,730-72.9% |
| Admin fee / account holder | $107,330 | $18,654+475.4% | $16,006+570.6% | $14,365+647.1% |