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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 | $192,976 | $74,535+158.9% | $100,712+91.6% | $82,637+133.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.80% | 18.92%-5.1pp | 33.27%-19.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,875 | $1,503+24.8% | $2,313-18.9% | $2,552-26.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,267 | $6,576+132.2% | $9,256+64.9% | $7,339+108.0% |