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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 | $164,649 | $183,592-10.3% | $155,574+5.8% | $145,877+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $30,150 | $5,317+467.1% | $4,676+544.8% | $4,663+546.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,523 | $19,316-92.1% | $15,914-90.4% | $13,402-88.6% |