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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 | $139,948-60.8% | $121,663-54.9% | $154,746-64.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.30% | 230.52%-219.2pp | 147.54%-136.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,919 | $3,521-17.1% | $3,020-3.3% | $4,379-33.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,387 | $17,321-11.2% | $14,289+7.7% | $14,365+7.1% |