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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 | $137,426 | $58,275+135.8% | $81,844+67.9% | $80,935+69.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.10% | 41.82%-28.7pp | 778.87%-765.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $14,619 | $2,346+523.2% | $2,916+401.3% | $2,757+430.3% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,630 | $4,749+123.9% | $7,355+44.5% | $6,924+53.5% |