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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 | $148,603 | $156,616-5.1% | $133,346+11.4% | $198,609-25.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.26% | 44.25%-25.0pp | 36.85%-17.6pp | 202.70%-183.4pp |
| Employer contribution / active EE | $975 | $3,368-71.0% | $2,853-65.8% | $5,055-80.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,143 | $17,468-47.7% | $14,264-35.9% | $19,030-52.0% |