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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 | $212,194 | $127,790+66.0% | $106,554+99.1% | $167,553+26.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.67% | 33.88%-22.2pp | 26.80%-15.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $19,048 | $3,427+455.8% | $2,819+575.6% | $4,840+293.6% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,517 | $11,231-68.7% | $7,408-52.5% | $12,316-71.4% |