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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 | $155,726 | $87,544+77.9% | $75,784+105.5% | $125,388+24.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.28% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $19,939 | $3,930+407.4% | $3,323+500.0% | $4,866+309.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,123 | $6,502+86.4% | $5,300+128.8% | $9,541+27.1% |