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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 | $105,157 | $127,296-17.4% | $109,907-4.3% | $167,536-37.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.90% | 22.97%-0.1pp | 29.46%-6.6pp | 478.82%-455.9pp |
| Employer contribution / active EE | $18,787 | $3,325+465.0% | $2,844+560.6% | $4,839+288.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,328 | $7,119-39.2% | $6,069-28.7% | $12,315-64.9% |