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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 | $139,184 | $196,972-29.3% | $182,262-23.6% | $198,609-29.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.17% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,500 | $5,364-53.4% | $5,046-50.5% | $5,055-50.5% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,088 | $18,429-83.2% | $16,712-81.5% | $19,030-83.8% |