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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 | $181,784 | $115,917+56.8% | $100,535+80.8% | $158,982+14.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.42% | 34.80%-22.4pp | 30.90%-18.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $57,000 | $4,105+1288.5% | $3,419+1567.3% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $613 | $11,002-94.4% | $8,085-92.4% | $11,252-94.6% |