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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 | $119,315 | $183,539-35.0% | $155,556-23.3% | $145,897-18.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.03% | 61.31%-43.3pp | 64.84%-46.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,711 | $5,315-67.8% | $4,675-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $1,709 | $6,467-73.6% | $5,631-69.7% | $6,689-74.5% |
| Admin fee / account holder | $27,972 | $19,275+45.1% | $15,885+76.1% | $13,390+108.9% |