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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 | $101,857 | $165,399-38.4% | $149,745-32.0% | $158,982-35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.13% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,164 | $5,105-57.6% | $4,646-53.4% | $4,763-54.6% |
| Participant deferral / active EE | $1,210 | $7,183-83.2% | $6,843-82.3% | $5,983-79.8% |
| Admin fee / account holder | $15,974 | $10,811+47.8% | $9,312+71.5% | $11,252+42.0% |