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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 | $102,766 | $110,337-6.9% | $102,383+0.4% | $145,877-29.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.17% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,186 | $4,216-48.1% | $3,870-43.5% | $4,663-53.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $67,080 | $9,750+588.0% | $8,391+699.4% | $13,402+400.5% |