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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 | $107,713 | $116,203-7.3% | $93,621+15.1% | $152,909-29.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.57% | 35.96%-19.4pp | 32.76%-16.2pp | 345.46%-328.9pp |
| Employer contribution / active EE | $8,099 | $3,219+151.6% | $2,719+197.9% | $4,764+70.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $803 | $10,751-92.5% | $7,890-89.8% | $11,601-93.1% |