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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 | $149,127 | $46,534+220.5% | $64,097+132.7% | $75,177+98.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.98% | 26.07%-14.1pp | 33.75%-21.8pp | 160.75%-148.8pp |
| Employer contribution / active EE | $5,707 | $1,976+188.8% | $2,750+107.5% | $2,671+113.6% |
| Participant deferral / active EE | $739 | $2,835-73.9% | $3,881-81.0% | $4,126-82.1% |
| Admin fee / account holder | $6,149 | $2,957+108.0% | $3,070+100.3% | $5,651+8.8% |