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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 | $151,680 | $211,224-28.2% | $178,505-15.0% | $145,897+4.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.13% | 30.28%-5.1pp | 27.16%-2.0pp | 552.29%-527.2pp |
| Employer contribution / active EE | $13,000 | $4,577+184.1% | $3,955+228.7% | $4,663+178.8% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,767 | $12,109-68.9% | $10,428-63.9% | $13,390-71.9% |