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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 | $132,578 | $201,344-34.2% | $184,243-28.0% | $145,877-9.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.86% | 29.01%-18.1pp | 28.82%-18.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $18,000 | $7,022+156.3% | $6,427+180.1% | $4,663+286.0% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,644 | $16,382-83.9% | $13,914-81.0% | $13,402-80.3% |