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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 | $77,574+148.8% | $108,753+77.4% | $86,983+121.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 13.80% | 18.42%-4.6pp | 37.47%-23.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,875 | $1,611+16.4% | $2,427-22.7% | $2,584-27.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $15,267 | $6,529+133.9% | $10,320+47.9% | $7,856+94.3% |