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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 | $115,245 | $141,004-18.3% | $112,273+2.6% | $139,466-17.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.87% | 32.75%-14.9pp | 30.23%-12.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,393 | $4,285-20.8% | $3,431-1.1% | $4,754-28.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $617 | $9,959-93.8% | $7,752-92.0% | $11,409-94.6% |