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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 | $169,213 | $110,212+53.5% | $96,534+75.3% | $139,466+21.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.67% | 26.42%-14.7pp | 25.88%-14.2pp | 373.66%-362.0pp |
| Employer contribution / active EE | $11,538 | $3,620+218.7% | $2,965+289.1% | $4,754+142.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,624 | $11,599-60.1% | $8,253-44.0% | $11,409-59.5% |