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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 | $204,225 | $88,707+130.2% | $74,184+175.3% | $273,972-25.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 11.94%-7.8pp | 17.74%-13.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $7,778 | $3,159+146.2% | $2,370+228.2% | $4,869+59.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $70,104 | $8,717+704.2% | $5,586+1155.1% | $10,133+591.9% |