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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 | $170,132 | $102,595+65.8% | $94,057+80.9% | $154,746+9.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.85% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $7,508 | $3,147+138.6% | $2,933+156.0% | $4,379+71.4% |
| Participant deferral / active EE | $360 | $5,118-93.0% | $4,709-92.4% | $6,730-94.7% |
| Admin fee / account holder | $2,109 | $7,736-72.7% | $7,244-70.9% | $14,365-85.3% |