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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 | $102,245+67.9% | $89,340+92.1% | $137,256+25.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.55% | 21.89%-10.3pp | 20.57%-9.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $21,830 | $2,529+763.2% | $2,231+878.4% | $4,156+425.3% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,729 | $8,085+32.7% | $6,704+60.0% | $12,270-12.6% |