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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 | $143,596 | $62,592+129.4% | $85,709+67.5% | $85,847+67.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.40% | 23.77%-10.4pp | 21.49%-8.1pp | 318.61%-305.2pp |
| Employer contribution / active EE | $11,377 | $1,755+548.1% | $2,619+334.5% | $2,565+343.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,233 | $4,643+34.3% | $6,876-9.3% | $6,261-0.4% |