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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 | $127,736 | $223,823-42.9% | $211,142-39.5% | $154,746-17.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.55% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $25,818 | $6,787+280.4% | $6,442+300.8% | $4,379+489.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $28,000 | $19,707+42.1% | $19,076+46.8% | $14,365+94.9% |