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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 | $101,713 | $126,661-19.7% | $113,397-10.3% | $138,895-26.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.93% | 25.05%-10.1pp | 23.20%-8.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $8,667 | $3,456+150.8% | $2,977+191.1% | $4,194+106.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,268 | $14,549+18.7% | $11,957+44.4% | $12,562+37.5% |