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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 | $167,519 | $176,402-5.0% | $134,162+24.9% | $158,982+5.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.63% | 63.66%-60.0pp | 36.35%-32.7pp | 302.99%-299.4pp |
| Employer contribution / active EE | $29,567 | $5,042+486.4% | $3,705+698.0% | $4,763+520.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,032 | $8,719-88.2% | $6,685-84.6% | $11,252-90.8% |