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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 | $104,621 | $157,276-33.5% | $141,177-25.9% | $152,885-31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.81% | 64.33%-39.5pp | 71.40%-46.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $12,500 | $5,262+137.6% | $4,736+164.0% | $4,763+162.4% |
| Participant deferral / active EE | $796 | $7,110-88.8% | $6,710-88.1% | $5,851-86.4% |
| Admin fee / account holder | $1,795 | $12,123-85.2% | $10,263-82.5% | $11,598-84.5% |