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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 | $121,135 | $227,597-46.8% | $189,575-36.1% | $167,536-27.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.09% | 78.44%-64.3pp | 64.19%-50.1pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,466 | $5,316-72.4% | $4,412-66.8% | $4,839-69.7% |
| Participant deferral / active EE | $529 | $7,002-92.4% | $6,174-91.4% | $6,342-91.7% |
| Admin fee / account holder | $3,426 | $11,877-71.2% | $9,806-65.1% | $12,315-72.2% |