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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 | $104,238 | $157,304-33.7% | $141,197-26.2% | $152,909-31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.82% | 64.34%-45.5pp | 71.41%-52.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $5,306 | $5,263+0.8% | $4,736+12.0% | $4,764+11.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,841 | $12,126-76.6% | $10,265-72.3% | $11,601-75.5% |