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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 | $68,164 | $176,786-61.4% | $146,643-53.5% | $167,536-59.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.08% | 24.04%-6.0pp | 22.75%-4.7pp | 478.82%-460.7pp |
| Employer contribution / active EE | $5,769 | $5,161+11.8% | $4,137+39.5% | $4,839+19.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,418 | $13,262-59.1% | $10,280-47.3% | $12,315-56.0% |