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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 | $130,791 | $47,944+172.8% | $67,834+92.8% | $62,881+108.0% |
| Participation rate | 95.1% | 61.1%+34.1pp | 68.8%+26.3pp | 69.3%+25.8pp |
| Annual return | 8.76% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $18,581 | $1,562+1089.5% | $2,403+673.1% | $2,281+714.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,165 | $3,712-68.6% | $4,622-74.8% | $4,296-72.9% |