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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 | $184,357 | $50,947+261.9% | $74,551+147.3% | $64,173+187.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 15.45% | -1.85%+17.3pp | 32.53%-17.1pp | 7.63%+7.8pp |
| Employer contribution / active EE | $3,429 | $1,115+207.4% | $1,961+74.8% | $2,381+44.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,418 | $4,221-42.7% | $5,059-52.2% | $4,887-50.5% |