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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 | $105,896 | $162,785-34.9% | $133,959-20.9% | $158,950-33.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.55% | 41.94%-25.4pp | 45.09%-28.5pp | 302.91%-286.4pp |
| Employer contribution / active EE | $18,893 | $4,975+279.7% | $3,919+382.1% | $4,762+296.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $61,759 | $11,738+426.1% | $8,928+591.7% | $11,248+449.0% |