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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 | $115,945 | $183,592-36.8% | $155,574-25.5% | $145,877-20.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $19,748 | $5,317+271.4% | $4,676+322.3% | $4,663+323.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $181,020 | $19,316+837.2% | $15,914+1037.5% | $13,402+1250.7% |