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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 | $99,285 | $154,209-35.6% | $130,062-23.7% | $139,487-28.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.07% | 32.52%-14.4pp | -137.37%+155.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $7,256 | $5,292+37.1% | $4,322+67.9% | $4,755+52.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,381 | $13,988-61.5% | $10,601-49.2% | $11,407-52.8% |