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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 | $136,702 | $127,387+7.3% | $115,038+18.8% | $125,389+9.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $20,000 | $5,166+287.1% | $4,608+334.0% | $4,866+311.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,333 | $9,516+124.2% | $8,175+160.9% | $9,541+123.6% |