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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 | $132,930 | $54,757+142.8% | $90,304+47.2% | $72,975+82.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.88% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.1pp |
| Employer contribution / active EE | $8,889 | $2,093+324.7% | $2,855+211.4% | $2,440+264.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $26,488 | $3,973+566.7% | $5,354+394.7% | $5,124+416.9% |