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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 | $111,217 | $100,003+11.2% | $146,685-24.2% | $85,856+29.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.18% | 18.93%-3.7pp | 22.75%-7.6pp | 318.58%-303.4pp |
| Employer contribution / active EE | $3,000 | $2,559+17.2% | $4,137-27.5% | $2,565+17.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,534 | $7,704+153.6% | $10,281+90.0% | $6,261+212.0% |