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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 | $143,237 | $53,127+169.6% | $86,597+65.4% | $70,131+104.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.60% | 27.66%-11.1pp | 964.96%-948.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $7,974 | $2,068+285.6% | $2,840+180.8% | $2,342+240.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,948 | $3,585+121.7% | $4,906+62.0% | $4,645+71.1% |