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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 | $182,604 | $91,037+100.6% | $71,671+154.8% | $147,585+23.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.84% | 20.48%-8.6pp | 20.65%-8.8pp | 578.58%-566.7pp |
| Employer contribution / active EE | $6,000 | $3,327+80.3% | $2,460+143.9% | $4,876+23.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,695 | $8,613-80.3% | $5,558-69.5% | $10,886-84.4% |