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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 | $132,436 | $182,442-27.4% | $163,379-18.9% | $138,895-4.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.56% | 72.74%-57.2pp | 63.41%-47.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $23,988 | $4,159+476.7% | $3,752+539.3% | $4,194+471.9% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $751 | $10,396-92.8% | $9,818-92.4% | $12,562-94.0% |