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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 | $125,335 | $125,797-0.4% | $170,057-26.3% | $75,177+66.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.23% | 27.20%-10.0pp | 53.42%-36.2pp | 160.75%-143.5pp |
| Employer contribution / active EE | $4,615 | $4,6160% | $6,790-32.0% | $2,671+72.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,160 | $8,177-85.8% | $12,826-91.0% | $5,651-79.5% |