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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 | $217,823 | $88,707+145.6% | $74,184+193.6% | $273,972-20.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.59% | 11.94%-8.4pp | 17.74%-14.1pp | 41.46%-37.9pp |
| Employer contribution / active EE | $28,834 | $3,159+812.7% | $2,370+1116.6% | $4,869+492.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $45,833 | $8,717+425.8% | $5,586+720.6% | $10,133+352.3% |