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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 | $123,794 | $134,817-8.2% | $123,973-0.1% | $155,188-20.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.75% | 515.49%-506.7pp | 388.13%-379.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,765 | $4,425-60.1% | $4,126-57.2% | $4,248-58.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,934 | $13,245-77.9% | $11,799-75.1% | $14,480-79.7% |