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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 | $171,620 | $103,164+66.4% | $90,259+90.1% | $154,746+10.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 11.55% | 19.25%-7.7pp | 18.88%-7.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $21,830 | $2,532+762.3% | $2,291+852.8% | $4,379+398.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,729 | $8,593+24.9% | $7,267+47.6% | $14,365-25.3% |