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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 | $244,394 | $95,975+154.6% | $74,552+227.8% | $135,382+80.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.57% | 56.96%-54.4pp | 32.53%-30.0pp | 519.77%-517.2pp |
| Employer contribution / active EE | $2,429 | $2,716-10.6% | $1,961+23.9% | $4,779-49.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $31,423 | $6,522+381.8% | $5,060+521.1% | $10,829+190.2% |