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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 | $213,760 | $157,829+35.4% | $136,867+56.2% | $198,609+7.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 6.03% | 51.25%-45.2pp | 42.97%-36.9pp | 202.70%-196.7pp |
| Employer contribution / active EE | $2,034 | $3,923-48.2% | $3,547-42.7% | $5,055-59.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,017 | $11,107-45.8% | $10,340-41.8% | $19,030-68.4% |