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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 | $106,618 | $142,354-25.1% | $125,529-15.1% | $155,188-31.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.07% | 306.06%-290.0pp | 202.56%-186.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $18,389 | $3,501+425.2% | $3,058+501.5% | $4,248+332.9% |
| Participant deferral / active EE | $1,655 | $5,491-69.9% | $4,813-65.6% | $6,531-74.7% |
| Admin fee / account holder | $2,934 | $19,392-84.9% | $16,298-82.0% | $14,480-79.7% |