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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 | $126,807 | $167,415-24.3% | $140,514-9.8% | $198,609-36.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.24% | 13.85%-1.6pp | 14.36%-2.1pp | 202.70%-190.5pp |
| Employer contribution / active EE | $12,143 | $4,088+197.1% | $3,378+259.4% | $5,055+140.2% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,452 | $16,730-67.4% | $13,697-60.2% | $19,030-71.3% |