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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 | $230,002 | $83,485+175.5% | $125,192+83.7% | $72,975+215.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.66% | 25.77%-5.1pp | 43.79%-23.1pp | 81.01%-60.4pp |
| Employer contribution / active EE | $5,000 | $2,346+113.2% | $3,866+29.3% | $2,440+104.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,171 | $5,518-60.7% | $9,704-77.6% | $5,124-57.6% |