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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 | $161,271 | $58,851+174.0% | $115,170+40.0% | $72,983+121.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 15.41% | 23.16%-7.8pp | 35.60%-20.2pp | 81.01%-65.6pp |
| Employer contribution / active EE | $8,758 | $1,798+387.1% | $3,179+175.5% | $2,440+259.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,744 | $6,370-41.2% | $7,089-47.2% | $5,124-26.9% |