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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 | $98,909 | $157,829-37.3% | $136,867-27.7% | $198,609-50.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.40% | 51.25%-39.8pp | 42.97%-31.6pp | 202.70%-191.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,519 | $5,463-72.2% | $4,924-69.1% | $6,977-78.2% |
| Admin fee / account holder | $5,134 | $11,107-53.8% | $10,340-50.3% | $19,030-73.0% |