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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 | $175,163 | $154,159+13.6% | $130,026+34.7% | $139,456+25.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.76% | 32.50%-12.7pp | -137.26%+157.0pp | 373.45%-353.7pp |
| Employer contribution / active EE | $13,571 | $5,292+156.5% | $4,321+214.1% | $4,753+185.6% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,323 | $14,001-33.4% | $10,608-12.1% | $11,407-18.3% |