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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 | $193,964 | $75,935+155.4% | $60,547+220.4% | $125,388+54.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.85% | -5.38%+6.2pp | 335.64%-334.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $4,273 | $3,438+24.3% | $2,419+76.6% | $4,866-12.2% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,648 | $6,768+13.0% | $4,536+68.6% | $9,541-19.8% |