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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 | $138,826 | $209,336-33.7% | $197,124-29.6% | $137,256+1.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.73% | 48.09%-21.4pp | 44.34%-17.6pp | 220.34%-193.6pp |
| Employer contribution / active EE | $11,784 | $6,591+78.8% | $6,227+89.2% | $4,156+183.5% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,090 | $17,308-93.7% | $16,298-93.3% | $12,270-91.1% |