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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 | $132,099-12.1% | $115,599+0.4% | $138,895-16.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 10.88% | 176.76%-165.9pp | 111.10%-100.2pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,757 | $3,416-48.6% | $2,955-40.5% | $4,194-58.1% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,290 | $15,650-91.8% | $12,841-90.0% | $12,562-89.7% |