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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 | $237,127 | $125,797+88.5% | $170,057+39.4% | $75,177+215.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.16% | 27.20%-12.0pp | 53.42%-38.3pp | 160.75%-145.6pp |
| Employer contribution / active EE | $11,684 | $4,616+153.1% | $6,790+72.1% | $2,671+337.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,017 | $8,177-50.9% | $12,826-68.7% | $5,651-28.9% |