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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 | $195,030 | $92,766+110.2% | $82,763+135.6% | $134,545+45.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.94% | 946.97%-946.0pp | 702.45%-701.5pp | 418.37%-417.4pp |
| Employer contribution / active EE | $11,623 | $3,273+255.1% | $3,008+286.4% | $4,742+145.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,412 | $5,978+7.3% | $5,325+20.4% | $11,431-43.9% |