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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 | $32,480 | $142,354-77.2% | $125,529-74.1% | $155,188-79.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 9.12% | 306.06%-296.9pp | 202.56%-193.4pp | 148.84%-139.7pp |
| Employer contribution / active EE | $3,333 | $3,501-4.8% | $3,058+9.0% | $4,248-21.5% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,579 | $19,392-50.6% | $16,298-41.2% | $14,480-33.8% |