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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 | $178,019 | $94,766+87.9% | $112,923+57.6% | $139,487+27.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 24.32% | 40.96%-16.6pp | 34.13%-9.8pp | 373.84%-349.5pp |
| Employer contribution / active EE | $6,062 | $4,636+30.7% | $4,570+32.6% | $4,755+27.5% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,149 | $8,529-63.1% | $7,046-55.3% | $11,407-72.4% |