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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 | $163,249 | $166,131-1.7% | $164,975-1.0% | $145,877+11.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.57% | 100.37%-87.8pp | 70.12%-57.6pp | 551.28%-538.7pp |
| Employer contribution / active EE | $13,889 | $5,276+163.3% | $4,343+219.8% | $4,663+197.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,107 | $16,648-27.3% | $12,688-4.6% | $13,402-9.7% |