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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 | $148,522 | $183,592-19.1% | $155,574-4.5% | $145,877+1.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.37%-49.9pp | 64.87%-53.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,044 | $5,317-42.7% | $4,676-34.9% | $4,663-34.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,695 | $19,316-70.5% | $15,914-64.2% | $13,402-57.5% |