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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 | $126,938 | $156,616-18.9% | $133,346-4.8% | $198,609-36.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.30% | 44.25%-26.9pp | 36.85%-19.5pp | 202.70%-185.4pp |
| Employer contribution / active EE | $11,359 | $3,368+237.3% | $2,853+298.1% | $5,055+124.7% |
| Participant deferral / active EE | $1,300 | $4,920-73.6% | $4,332-70.0% | $6,977-81.4% |
| Admin fee / account holder | $23,862 | $17,468+36.6% | $14,264+67.3% | $19,030+25.4% |