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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 | $121,901 | $165,912-26.5% | $122,342-0.4% | $147,585-17.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.64% | 34.55%-23.9pp | 30.28%-19.6pp | 578.57%-567.9pp |
| Employer contribution / active EE | $4,942 | $5,754-14.1% | $4,051+22.0% | $4,876+1.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,172 | $7,424-84.2% | $5,478-78.6% | $10,885-89.2% |