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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 | $156,020 | $106,267+46.8% | $96,520+61.6% | $139,456+11.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.95% | 38.45%-26.5pp | 35.72%-23.8pp | 373.45%-361.5pp |
| Employer contribution / active EE | $12,164 | $4,105+196.3% | $3,739+225.3% | $4,753+155.9% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,313 | $7,882-83.3% | $6,733-80.5% | $11,407-88.5% |