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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 | $115,883 | $228,352-49.3% | $185,835-37.6% | $158,966-27.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.66% | 40.81%-30.2pp | 35.96%-25.3pp | 302.95%-292.3pp |
| Employer contribution / active EE | $5,625 | $4,967+13.3% | $4,087+37.6% | $4,762+18.1% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35,491 | $11,867+199.1% | $9,502+273.5% | $11,250+215.5% |