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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 | $120,345 | $72,269+66.5% | $101,271+18.8% | $79,852+50.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.67% | 22.29%-5.6pp | 46.48%-29.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $12,000 | $2,692+345.8% | $3,660+227.9% | $2,471+385.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,787 | $4,401-59.4% | $5,948-70.0% | $5,306-66.3% |