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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 | $117,093 | $228,352-48.7% | $185,835-37.0% | $158,966-26.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.49% | 40.81%-19.3pp | 35.96%-14.5pp | 302.95%-281.5pp |
| Employer contribution / active EE | $5,861 | $4,967+18.0% | $4,087+43.4% | $4,762+23.1% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,906 | $11,867-83.9% | $9,502-79.9% | $11,250-83.1% |