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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 | $185,682 | $103,392+79.6% | $87,104+113.2% | $152,897+21.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.84% | 28.10%-5.3pp | 28.19%-5.4pp | 345.43%-322.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,244 | $4,778-74.0% | $4,048-69.3% | $5,851-78.7% |
| Admin fee / account holder | $6,100 | $12,194-50.0% | $7,491-18.6% | $11,599-47.4% |