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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 | $104,693 | $157,296-33.4% | $141,191-25.9% | $152,897-31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.78% | 64.34%-47.6pp | 71.41%-54.6pp | 345.43%-328.7pp |
| Employer contribution / active EE | $6,798 | $5,262+29.2% | $4,736+43.5% | $4,764+42.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,823 | $12,125+5.8% | $10,264+24.9% | $11,599+10.6% |