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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 | $189,422 | $124,330+52.4% | $109,173+73.5% | $167,536+13.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.00% | 26.04%-14.0pp | 25.75%-13.8pp | 478.82%-466.8pp |
| Employer contribution / active EE | $19,726 | $4,209+368.6% | $3,723+429.9% | $4,839+307.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,038 | $7,974-87.0% | $6,755-84.6% | $12,315-91.6% |