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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 | $188,392 | $162,785+15.7% | $133,959+40.6% | $158,950+18.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.34% | 41.94%-28.6pp | 45.09%-31.7pp | 302.91%-289.6pp |
| Employer contribution / active EE | $13,489 | $4,975+171.1% | $3,919+244.2% | $4,762+183.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,138 | $11,738+71.6% | $8,928+125.6% | $11,248+79.0% |