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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 | $156,247 | $63,346+146.7% | $92,240+69.4% | $70,126+122.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.27% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $13,027 | $2,471+427.1% | $3,680+254.0% | $2,343+456.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,333 | $3,841+64.9% | $5,194+21.9% | $4,645+36.3% |