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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 | $136,390 | $201,370-32.3% | $184,256-26.0% | $145,897-6.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.83% | 29.05%-3.2pp | 28.85%-3.0pp | 552.29%-526.5pp |
| Employer contribution / active EE | $16,745 | $7,024+138.4% | $6,427+160.5% | $4,663+259.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,825 | $16,364+63.9% | $13,899+93.0% | $13,390+100.3% |