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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 | $122,907 | $177,156-30.6% | $147,027-16.4% | $154,746-20.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.43% | 21.94%-5.5pp | 20.23%-3.8pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,127 | $4,336-51.0% | $3,626-41.3% | $4,379-51.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,085 | $14,904-86.0% | $12,223-82.9% | $14,365-85.5% |