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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 | $112,477 | $58,523+92.2% | $99,479+13.1% | $72,976+54.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 16.25% | 28.51%-12.3pp | 30.72%-14.5pp | 81.02%-64.8pp |
| Employer contribution / active EE | $5,556 | $1,512+267.5% | $2,540+118.7% | $2,440+127.7% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,484 | $4,102+326.2% | $6,253+179.6% | $5,124+241.2% |