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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 | $108,651 | $152,612-28.8% | $125,192-13.2% | $152,897-28.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.97% | 54.85%-39.9pp | 43.79%-28.8pp | 345.43%-330.5pp |
| Employer contribution / active EE | $4,545 | $4,947-8.1% | $3,866+17.6% | $4,764-4.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $838 | $13,437-93.8% | $9,704-91.4% | $11,599-92.8% |