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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 | $135,163 | $123,793+9.2% | $177,848-24.0% | $79,856+69.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.33%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $13,884 | $4,095+239.0% | $5,919+134.6% | $2,471+461.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,969 | $7,243+10.0% | $12,431-35.9% | $5,306+50.2% |