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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 | $125,999 | $124,314+1.4% | $109,163+15.4% | $167,518-24.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.83% | 26.04%-13.2pp | 25.75%-12.9pp | 478.71%-465.9pp |
| Employer contribution / active EE | $10,610 | $4,209+152.1% | $3,723+185.0% | $4,838+119.3% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,161 | $7,973-85.4% | $6,754-82.8% | $12,312-90.6% |