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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 | $116,378 | $113,941+2.1% | $94,229+23.5% | $125,389-7.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.18% | 5.29%-3.1pp | 10.68%-8.5pp | 282.24%-280.1pp |
| Employer contribution / active EE | $8,333 | $4,727+76.3% | $3,587+132.3% | $4,866+71.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,397 | $8,392-23.8% | $6,269+2.0% | $9,541-32.9% |