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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 | $116,534 | $196,972-40.8% | $182,262-36.1% | $198,609-41.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.44% | 158.27%-149.8pp | 140.60%-132.2pp | 202.70%-194.3pp |
| Employer contribution / active EE | $2,440 | $5,364-54.5% | $5,046-51.6% | $5,055-51.7% |
| Participant deferral / active EE | $3,050 | $8,643-64.7% | $8,276-63.1% | $6,977-56.3% |
| Admin fee / account holder | $88,811 | $18,429+381.9% | $16,712+431.4% | $19,030+366.7% |