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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 | $161,115 | $117,895+36.7% | $102,460+57.2% | $145,897+10.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $7,593 | $3,619+109.8% | $3,025+151.0% | $4,663+62.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,420 | $13,353-29.5% | $9,460-0.4% | $13,390-29.7% |