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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 | $228,742 | $127,386+79.6% | $115,037+98.8% | $125,388+82.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.22% | 31.28%-31.1pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $30,000 | $5,166+480.7% | $4,608+551.1% | $4,866+516.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $27,633 | $9,516+190.4% | $8,175+238.0% | $9,541+189.6% |