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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 | $247,047 | $71,873+243.7% | $86,698+185.0% | $68,490+260.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 6.78% | 3.54%+3.2pp | 35.96%-29.2pp | -7.85%+14.6pp |
| Employer contribution / active EE | $10,320 | $2,173+374.8% | $2,837+263.8% | $2,597+297.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,773 | $6,110+76.3% | $7,492+43.8% | $5,403+99.4% |