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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 | $204,082 | $156,616+30.3% | $133,346+53.0% | $198,609+2.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 4.23% | 44.25%-40.0pp | 36.85%-32.6pp | 202.70%-198.5pp |
| Employer contribution / active EE | $1,846 | $3,368-45.2% | $2,853-35.3% | $5,055-63.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,976 | $17,468-48.6% | $14,264-37.1% | $19,030-52.8% |