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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 | $155,965 | $105,623+47.7% | $87,502+78.2% | $273,972-43.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.23% | 12.26%-9.0pp | 12.21%-9.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $14,341 | $3,141+356.6% | $2,550+462.5% | $4,869+194.5% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,345 | $4,781+179.1% | $4,221+216.2% | $10,133+31.7% |