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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 | $243,191 | $157,304+54.6% | $141,197+72.2% | $152,909+59.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.49% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $28,918 | $5,263+449.5% | $4,736+510.6% | $4,764+507.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28,529 | $12,126+135.3% | $10,265+177.9% | $11,601+145.9% |