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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 | $235,753 | $42,383+456.2% | $76,518+208.1% | $64,173+267.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 5.55% | -16.54%+22.1pp | -0.27%+5.8pp | 7.63%-2.1pp |
| Employer contribution / active EE | $26,125 | $1,563+1571.2% | $2,647+886.9% | $2,381+997.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,743 | $3,198+392.3% | $4,849+224.7% | $4,887+222.1% |