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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 | $141,737 | $152,592-7.1% | $125,180+13.2% | $152,885-7.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.15% | 54.84%-43.7pp | 43.79%-32.6pp | 345.39%-334.2pp |
| Employer contribution / active EE | $18,470 | $4,947+273.4% | $3,866+377.8% | $4,763+287.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,122 | $13,435-91.7% | $9,703-88.4% | $11,598-90.3% |