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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 | $106,683 | $212,386-49.8% | $199,883-46.6% | $138,895-23.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.84% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,500 | $6,625-62.3% | $6,261-60.1% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,504 | $18,233-80.8% | $17,268-79.7% | $12,562-72.1% |