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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 | $98,608 | $129,959-24.1% | $104,301-5.5% | $134,532-26.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 4.70% | 42.04%-37.3pp | 24.61%-19.9pp | 418.27%-413.6pp |
| Employer contribution / active EE | $8,000 | $4,185+91.1% | $3,373+137.2% | $4,741+68.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,586 | $9,325+2.8% | $7,340+30.6% | $11,429-16.1% |