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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 | $111,054 | $124,346-10.7% | $111,308-0.2% | $167,536-33.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.79% | 37.45%-26.7pp | 54.67%-43.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $4,000 | $3,437+16.4% | $2,732+46.4% | $4,839-17.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $906 | $10,621-91.5% | $7,965-88.6% | $12,315-92.6% |