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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 | $129,629 | $78,707+64.7% | $117,861+10.0% | $70,126+84.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.89% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,637 | $2,223-26.4% | $3,786-56.8% | $2,343-30.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,801 | $5,066+192.2% | $8,021+84.5% | $4,645+218.6% |