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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 | $179,968 | $47,944+275.4% | $67,834+165.3% | $62,881+186.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.13% | 11.77%-3.6pp | 138.47%-130.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,998 | $1,562+91.9% | $2,403+24.7% | $2,281+31.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,791 | $3,712+136.8% | $4,622+90.2% | $4,296+104.6% |