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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 | $210,276 | $78,694+167.2% | $67,653+210.8% | $125,388+67.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.61% | 9.46%-5.8pp | 6625.22%-6621.6pp | 282.24%-278.6pp |
| Employer contribution / active EE | $13,400 | $3,044+340.2% | $2,266+491.5% | $4,866+175.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,921 | $7,403-47.0% | $4,821-18.7% | $9,541-58.9% |