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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 | $187,068 | $165,939+12.7% | $122,354+52.9% | $147,586+26.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.63% | 34.56%-20.9pp | 30.28%-16.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $24,539 | $5,754+326.5% | $4,051+505.8% | $4,876+403.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,403 | $7,425-81.1% | $5,479-74.4% | $10,886-87.1% |