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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 | $108,873 | $166,131-34.5% | $164,975-34.0% | $145,877-25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.24% | 100.37%-88.1pp | 70.12%-57.9pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,327 | $5,276-74.8% | $4,343-69.4% | $4,663-71.5% |
| Participant deferral / active EE | $1,292 | $6,962-81.4% | $6,033-78.6% | $6,691-80.7% |
| Admin fee / account holder | $2,257 | $16,648-86.4% | $12,688-82.2% | $13,402-83.2% |