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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 | $81,129 | $78,672+3.1% | $109,163-25.7% | $85,856-5.5% |
| Participation rate | 96.0% | 68.3%+27.7pp | 75.9%+20.1pp | 69.3%+26.7pp |
| Annual return | 11.41% | 25.09%-13.7pp | 25.75%-14.3pp | 318.58%-307.2pp |
| Employer contribution / active EE | $10,731 | $2,734+292.6% | $3,723+188.3% | $2,565+318.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32,127 | $5,470+487.4% | $6,754+375.7% | $6,261+413.2% |