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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 | $102,374 | $162,812-37.1% | $133,971-23.6% | $158,966-35.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.78% | 41.94%-32.2pp | 45.09%-35.3pp | 302.95%-293.2pp |
| Employer contribution / active EE | $3,381 | $4,976-32.0% | $3,919-13.7% | $4,762-29.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,210 | $11,741-89.7% | $8,929-86.5% | $11,250-89.2% |