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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 | $102,948 | $157,276-34.5% | $141,177-27.1% | $152,885-32.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.83% | 64.33%-43.5pp | 71.40%-50.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $2,538 | $5,262-51.8% | $4,736-46.4% | $4,763-46.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,502 | $12,123-79.4% | $10,263-75.6% | $11,598-78.4% |