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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 | $116,067 | $142,354-18.5% | $125,529-7.5% | $155,188-25.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 10.88% | 306.06%-295.2pp | 202.56%-191.7pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,757 | $3,501-49.8% | $3,058-42.5% | $4,248-58.6% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,290 | $19,392-93.3% | $16,298-92.1% | $14,480-91.1% |