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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 | $213,309 | $110,337+93.3% | $102,383+108.3% | $145,877+46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.85% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $21,204 | $4,216+403.0% | $3,870+447.9% | $4,663+354.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,601 | $9,750-32.3% | $8,391-21.3% | $13,402-50.7% |