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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 | $186,339 | $182,442+2.1% | $163,379+14.1% | $138,895+34.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.41% | 72.74%-56.3pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $26,168 | $4,159+529.1% | $3,752+597.4% | $4,194+523.9% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,045 | $10,396-32.2% | $9,818-28.2% | $12,562-43.9% |