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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 | $197,100 | $103,949+89.6% | $69,182+184.9% | $273,972-28.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.19% | 35.28%-32.1pp | -21.93%+25.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $12,552 | $1,783+604.0% | $1,206+940.6% | $4,869+157.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,102 | $3,671+66.2% | $2,697+126.3% | $10,133-39.8% |