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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 | $86,580 | $157,276-45.0% | $141,177-38.7% | $152,885-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.65% | 64.33%-48.7pp | 71.40%-55.7pp | 345.39%-329.7pp |
| Employer contribution / active EE | $1,443 | $5,262-72.6% | $4,736-69.5% | $4,763-69.7% |
| Participant deferral / active EE | $1,000 | $7,110-85.9% | $6,710-85.1% | $5,851-82.9% |
| Admin fee / account holder | $17,425 | $12,123+43.7% | $10,263+69.8% | $11,598+50.2% |