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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 | $141,513 | $217,427-34.9% | $185,837-23.9% | $167,518-15.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.25% | 148.39%-131.1pp | 122.08%-104.8pp | 478.71%-461.5pp |
| Employer contribution / active EE | $1,491 | $5,874-74.6% | $5,168-71.1% | $4,838-69.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,033 | $19,816-89.7% | $16,241-87.5% | $12,312-83.5% |