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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 | $143,390 | $101,063+41.9% | $81,473+76.0% | $147,585-2.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.01% | 32.41%-18.4pp | 38.78%-24.8pp | 578.58%-564.6pp |
| Employer contribution / active EE | $10,000 | $3,206+212.0% | $2,568+289.4% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,785 | $5,812+68.3% | $4,561+114.5% | $10,886-10.1% |