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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 | $156,750 | $201,370-22.2% | $184,256-14.9% | $145,897+7.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.22% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,641 | $7,024-76.6% | $6,427-74.5% | $4,663-64.8% |
| Participant deferral / active EE | $1,403 | $9,808-85.7% | $9,133-84.6% | $6,689-79.0% |
| Admin fee / account holder | $62,500 | $16,364+281.9% | $13,899+349.7% | $13,390+366.8% |