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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 | $78,597 | $113,338-30.7% | $94,993-17.3% | $147,586-46.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 20.80%-7.7pp | 27.14%-14.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,154 | $3,160-0.2% | $2,603+21.2% | $4,876-35.3% |
| Participant deferral / active EE | $182 | $3,777-95.2% | $3,317-94.5% | $5,439-96.7% |
| Admin fee / account holder | $11,193 | $6,063+84.6% | $4,960+125.6% | $10,886+2.8% |