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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 | $61,125+163.6% | $94,057+71.3% | $87,485+84.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.78% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $15,632 | $2,136+631.7% | $2,933+433.0% | $2,596+502.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,161 | $5,629-26.1% | $7,244-42.6% | $7,775-46.5% |