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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 | $147,547 | $228,395-35.4% | $185,861-20.6% | $158,982-7.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.43% | 40.82%-28.4pp | 35.96%-23.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $28,000 | $4,968+463.6% | $4,088+584.9% | $4,763+487.9% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,184 | $11,869-90.0% | $9,503-87.5% | $11,252-89.5% |