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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 | $91,977 | $98,240-6.4% | $82,312+11.7% | $147,586-37.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.68% | 30.85%-21.2pp | 25.88%-16.2pp | 578.59%-568.9pp |
| Employer contribution / active EE | $12,841 | $3,192+302.3% | $2,428+428.8% | $4,876+163.3% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,674 | $8,563-33.7% | $5,608+1.2% | $10,886-47.9% |