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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 | $133,522 | $110,307+21.0% | $96,576+38.3% | $139,456-4.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.04% | 26.40%-14.4pp | 25.87%-13.8pp | 373.45%-361.4pp |
| Employer contribution / active EE | $21,543 | $3,619+495.2% | $2,965+626.6% | $4,753+353.3% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,111 | $11,597-90.4% | $8,253-86.5% | $11,407-90.3% |