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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 | $135,868 | $112,121+21.2% | $95,960+41.6% | $158,966-14.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.55% | 171.16%-158.6pp | 91.63%-79.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $13,076 | $3,199+308.7% | $2,541+414.5% | $4,762+174.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,765 | $10,135-82.6% | $6,797-74.0% | $11,250-84.3% |