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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 | $229,771 | $167,522+37.2% | $151,639+51.5% | $134,532+70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.86% | 7.81%-11.7pp | 3.34%-7.2pp | 418.27%-422.1pp |
| Employer contribution / active EE | $10,979 | $6,828+60.8% | $6,165+78.1% | $4,741+131.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $396,948 | $13,780+2780.7% | $11,613+3318.1% | $11,429+3373.3% |