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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 | $187,575 | $162,529+15.4% | $130,788+43.4% | $154,746+21.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.72% | 510.48%-498.8pp | 386.44%-374.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $16,998 | $4,447+282.2% | $3,558+377.7% | $4,379+288.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,049 | $7,669-34.2% | $6,673-24.3% | $14,365-64.9% |