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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 | $97,376 | $176,794-44.9% | $146,647-33.6% | $167,553-41.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.00% | 24.04%-12.0pp | 22.75%-10.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $5,556 | $5,161+7.6% | $4,137+34.3% | $4,840+14.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $25,596 | $13,262+93.0% | $10,281+149.0% | $12,316+107.8% |