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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 | $229,897 | $176,838+30.0% | $146,685+56.7% | $167,518+37.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.48% | 24.04%-13.6pp | 22.75%-12.3pp | 478.71%-468.2pp |
| Employer contribution / active EE | $24,041 | $5,161+365.8% | $4,137+481.1% | $4,838+396.9% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,014 | $13,262-77.3% | $10,281-70.7% | $12,312-75.5% |