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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 | $152,403 | $111,814+36.3% | $103,378+47.4% | $145,978+4.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.04% | 24.80%-2.8pp | 24.91%-2.9pp | 550.52%-528.5pp |
| Employer contribution / active EE | $2,792 | $4,215-33.8% | $3,870-27.9% | $4,662-40.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,921 | $9,764-39.4% | $8,401-29.5% | $13,400-55.8% |