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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 | $211,105-28.1% | $178,449-15.0% | $145,978+3.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.13% | 30.19%-5.1pp | 27.09%-2.0pp | 550.52%-525.4pp |
| Employer contribution / active EE | $13,000 | $4,569+184.6% | $3,951+229.1% | $4,662+178.9% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,767 | $12,017-68.7% | $10,362-63.6% | $13,400-71.9% |