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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 | $122,911 | $129,476-5.1% | $93,515+31.4% | $158,982-22.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 7.55% | 118.56%-111.0pp | 78.21%-70.7pp | 302.99%-295.4pp |
| Employer contribution / active EE | $2,508 | $2,717-7.7% | $2,077+20.7% | $4,763-47.3% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,783 | $7,396-62.4% | $5,235-46.8% | $11,252-75.3% |