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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 | $139,237 | $100,805+38.1% | $86,698+60.6% | $134,532+3.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.18% | 29.09%-27.9pp | 35.95%-34.8pp | 418.27%-417.1pp |
| Employer contribution / active EE | $2,095 | $3,490-40.0% | $2,837-26.2% | $4,741-55.8% |
| Participant deferral / active EE | $1,663 | $5,339-68.9% | $4,656-64.3% | $6,401-74.0% |
| Admin fee / account holder | $7,749 | $10,925-29.1% | $7,493+3.4% | $11,429-32.2% |