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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 | $151,752 | $110,212+37.7% | $96,534+57.2% | $139,466+8.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.01% | 26.42%-16.4pp | 25.88%-15.9pp | 373.66%-363.7pp |
| Employer contribution / active EE | $4,947 | $3,620+36.6% | $2,965+66.8% | $4,754+4.1% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,376 | $11,599-62.3% | $8,253-47.0% | $11,409-61.6% |