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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 | $168,169 | $183,627-8.4% | $155,602+8.1% | $145,978+15.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $13,814 | $5,316+159.8% | $4,675+195.5% | $4,662+196.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,571 | $19,327-91.9% | $15,923-90.1% | $13,400-88.3% |