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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 | $114,827 | $228,352-49.7% | $185,827-38.2% | $158,950-27.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.24% | 40.81%-32.6pp | 35.96%-27.7pp | 302.91%-294.7pp |
| Employer contribution / active EE | $21,460 | $4,967+332.1% | $4,087+425.1% | $4,762+350.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,523 | $11,867-78.7% | $9,502-73.5% | $11,248-77.6% |