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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 | $124,359 | $154,159-19.3% | $130,026-4.4% | $139,456-10.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 32.50%-19.6pp | -137.26%+150.1pp | 373.45%-360.6pp |
| Employer contribution / active EE | $26,647 | $5,292+403.6% | $4,321+516.7% | $4,753+460.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,173 | $14,001-91.6% | $10,608-88.9% | $11,407-89.7% |