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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 | $129,332 | $86,288+49.9% | $111,306+16.2% | $85,851+50.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 23.58% | 19.99%+3.6pp | 54.67%-31.1pp | 318.63%-295.1pp |
| Employer contribution / active EE | $10,526 | $2,044+415.1% | $2,732+285.3% | $2,565+310.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $804 | $8,189-90.2% | $7,966-89.9% | $6,261-87.2% |