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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 | $161,116 | $51,638+212.0% | $68,368+135.7% | $82,448+95.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.78% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $15,632 | $2,047+663.8% | $2,649+490.1% | $2,551+512.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,161 | $4,643-10.4% | $5,150-19.2% | $7,234-42.5% |