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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 | $133,630 | $95,188+40.4% | $76,518+74.6% | $135,380-1.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 17.69% | 4.85%+12.8pp | -0.27%+18.0pp | 519.81%-502.1pp |
| Employer contribution / active EE | $12,342 | $3,303+273.7% | $2,647+366.2% | $4,779+158.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,587 | $6,249-26.6% | $4,849-5.4% | $10,828-57.6% |