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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 | $143,612 | $162,812-11.8% | $133,971+7.2% | $158,966-9.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.25% | 41.94%-34.7pp | 45.09%-37.8pp | 302.95%-295.7pp |
| Employer contribution / active EE | $17,012 | $4,976+241.9% | $3,919+334.1% | $4,762+257.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $99,762 | $11,741+749.7% | $8,929+1017.2% | $11,250+786.8% |