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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 | $166,821 | $212,777-21.6% | $173,703-4.0% | $198,609-16.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 5.29% | 18.82%-13.5pp | 17.46%-12.2pp | 202.70%-197.4pp |
| Employer contribution / active EE | $7,258 | $5,214+39.2% | $4,288+69.3% | $5,055+43.6% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $41,424 | $19,536+112.0% | $15,562+166.2% | $19,030+117.7% |