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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 | $85,498 | $152,612-44.0% | $125,192-31.7% | $152,897-44.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.18% | 54.85%-36.7pp | 43.79%-25.6pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,104 | $4,947-57.5% | $3,866-45.6% | $4,764-55.8% |
| Participant deferral / active EE | $159 | $5,868-97.3% | $4,937-96.8% | $5,851-97.3% |
| Admin fee / account holder | $2,359 | $13,437-82.4% | $9,704-75.7% | $11,599-79.7% |