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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 | $127,850 | $176,786-27.7% | $146,643-12.8% | $167,536-23.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 32.34% | 24.04%+8.3pp | 22.75%+9.6pp | 478.82%-446.5pp |
| Employer contribution / active EE | $14,175 | $5,161+174.7% | $4,137+242.7% | $4,839+192.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,796 | $13,262-18.6% | $10,280+5.0% | $12,315-12.3% |