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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 | $105,084 | $157,829-33.4% | $136,867-23.2% | $198,609-47.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 7.83% | 51.25%-43.4pp | 42.97%-35.1pp | 202.70%-194.9pp |
| Employer contribution / active EE | $4,952 | $3,923+26.2% | $3,547+39.6% | $5,055-2.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $593 | $11,107-94.7% | $10,340-94.3% | $19,030-96.9% |