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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 | $126,830 | $176,402-28.1% | $134,162-5.5% | $158,982-20.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.56% | 63.66%-52.1pp | 36.35%-24.8pp | 302.99%-291.4pp |
| Employer contribution / active EE | $8,991 | $5,042+78.3% | $3,705+142.7% | $4,763+88.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,090 | $8,719-87.5% | $6,685-83.7% | $11,252-90.3% |