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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 | $235,840 | $163,687+44.1% | $108,745+116.9% | $273,972-13.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 1.23% | 31.16%-29.9pp | 46.22%-45.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $3,214 | $4,711-31.8% | $3,323-3.3% | $4,869-34.0% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32,171 | $12,890+149.6% | $6,144+423.6% | $10,133+217.5% |