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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 | $192,728 | $87,106+121.3% | $105,607+82.5% | $80,935+138.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 22.05% | 17.01%+5.0pp | 116.11%-94.1pp | 35.66%-13.6pp |
| Employer contribution / active EE | $15,234 | $2,396+535.8% | $3,167+381.0% | $2,757+452.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $425 | $8,447-95.0% | $10,958-96.1% | $6,924-93.9% |