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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 | $220,236 | $72,404+204.2% | $110,243+99.8% | $64,173+243.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.41% | -6.29%+23.7pp | 314.76%-297.3pp | 7.63%+9.8pp |
| Employer contribution / active EE | $10,370 | $2,282+354.5% | $3,827+171.0% | $2,381+335.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $37,407 | $5,664+560.4% | $8,548+337.6% | $4,887+665.4% |