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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 | $54,920 | $132,634-58.6% | $115,768-52.6% | $137,256-60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.30% | 160.70%-149.4pp | 100.46%-89.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,919 | $3,360-13.1% | $2,940-0.7% | $4,156-29.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,387 | $15,028+2.4% | $12,439+23.7% | $12,270+25.4% |