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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 | $185,494 | $118,877+56.0% | $96,570+92.1% | $167,536+10.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 40.55% | 50.50%-9.9pp | 37.79%+2.8pp | 478.82%-438.3pp |
| Employer contribution / active EE | $4,167 | $3,121+33.5% | $2,357+76.8% | $4,839-13.9% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,967 | $8,069+73.1% | $6,182+125.9% | $12,315+13.4% |