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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 | $162,303 | $87,733+85.0% | $106,555+52.3% | $85,847+89.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 22.23% | 21.86%+0.4pp | 26.80%-4.6pp | 318.61%-296.4pp |
| Employer contribution / active EE | $11,376 | $2,073+448.8% | $2,819+303.5% | $2,565+343.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,155 | $6,767+5.7% | $7,408-3.4% | $6,261+14.3% |