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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 | $154,340 | $64,719+138.5% | $112,249+37.5% | $68,486+125.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 39.37% | -11.40%+50.8pp | 27.48%+11.9pp | -7.85%+47.2pp |
| Employer contribution / active EE | $11,557 | $2,747+320.8% | $3,636+217.8% | $2,597+345.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $57,827 | $5,232+1005.2% | $6,412+801.8% | $5,404+970.1% |