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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 | $106,818 | $162,529-34.3% | $130,788-18.3% | $154,746-31.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.91% | 510.48%-493.6pp | 386.44%-369.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $10,169 | $4,447+128.7% | $3,558+185.8% | $4,379+132.2% |
| Participant deferral / active EE | $387 | $4,808-91.9% | $4,137-90.6% | $6,730-94.2% |
| Admin fee / account holder | $5,027 | $7,669-34.4% | $6,673-24.7% | $14,365-65.0% |