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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 | $175,178 | $75,541+131.9% | $152,093+15.2% | $82,637+112.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.37% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $7,969 | $2,622+203.9% | $4,175+90.9% | $2,552+212.2% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,186 | $6,405-81.5% | $14,497-91.8% | $7,339-83.8% |