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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 | $85,800 | $165,361-48.1% | $149,715-42.7% | $158,950-46.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.73% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,918 | $5,103-62.4% | $4,645-58.7% | $4,762-59.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,878 | $10,808-82.6% | $9,310-79.8% | $11,248-83.3% |