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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 | $164,458 | $129,737+26.8% | $119,126+38.1% | $154,746+6.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.20% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $7,143 | $4,375+63.3% | $4,034+77.1% | $4,379+63.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,299 | $11,961-55.7% | $10,693-50.4% | $14,365-63.1% |