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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 | $150,251 | $149,679+0.4% | $117,039+28.4% | $147,586+1.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.45% | 19.31%-0.9pp | 18.95%-0.5pp | 578.59%-560.1pp |
| Employer contribution / active EE | $10,358 | $4,937+109.8% | $3,785+173.7% | $4,876+112.4% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,684 | $7,856-78.6% | $5,974-71.8% | $10,886-84.5% |