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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 | $142,065 | $111,814+27.1% | $103,378+37.4% | $145,978-2.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.53% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $19,193 | $4,215+355.3% | $3,870+395.9% | $4,662+311.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $832 | $9,764-91.5% | $8,401-90.1% | $13,400-93.8% |