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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 | $115,694 | $176,120-34.3% | $159,487-27.5% | $167,553-31.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.45% | 331.95%-321.5pp | 263.71%-253.3pp | 478.89%-468.4pp |
| Employer contribution / active EE | $1,996 | $5,299-62.3% | $4,831-58.7% | $4,840-58.8% |
| Participant deferral / active EE | $1,791 | $7,752-76.9% | $7,354-75.6% | $6,343-71.8% |
| Admin fee / account holder | $4,782 | $12,561-61.9% | $10,804-55.7% | $12,316-61.2% |