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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 | $166,071 | $103,949+59.8% | $69,182+140.1% | $273,972-39.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.86% | 35.28%-29.4pp | -21.93%+27.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $17,500 | $1,783+881.5% | $1,206+1350.8% | $4,869+259.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,585 | $3,671-56.8% | $2,697-41.2% | $10,133-84.4% |