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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 | $86,157 | $157,304-45.2% | $141,197-39.0% | $152,909-43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.19% | 64.34%-36.2pp | 71.41%-43.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $5,131 | $5,263-2.5% | $4,736+8.3% | $4,764+7.7% |
| Participant deferral / active EE | $2,313 | $7,111-67.5% | $6,710-65.5% | $5,851-60.5% |
| Admin fee / account holder | $395 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |