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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 | $249,873 | $86,701+188.2% | $73,309+240.8% | $125,389+99.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 26.38% | 2.78%+23.6pp | 5.67%+20.7pp | 282.24%-255.9pp |
| Employer contribution / active EE | $1,426 | $4,152-65.7% | $3,237-55.9% | $4,866-70.7% |
| Participant deferral / active EE | $1 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22,199 | $7,768+185.8% | $5,635+294.0% | $9,541+132.7% |