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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 | $119,794 | $152,619-21.5% | $125,195-4.3% | $152,909-21.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.93% | 54.85%-32.9pp | 43.79%-21.9pp | 345.46%-323.5pp |
| Employer contribution / active EE | $3,571 | $4,947-27.8% | $3,866-7.6% | $4,764-25.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,826 | $13,437-71.5% | $9,704-60.6% | $11,601-67.0% |