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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 | $139,954 | $100,811+38.8% | $86,698+61.4% | $134,545+4.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -0.65% | 29.11%-29.8pp | 35.96%-36.6pp | 418.37%-419.0pp |
| Employer contribution / active EE | $28,869 | $3,490+727.2% | $2,837+917.7% | $4,742+508.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,312 | $10,926-42.2% | $7,492-15.8% | $11,431-44.8% |