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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 | $170,251 | $82,448+106.5% | - | $82,448+106.5% |
| Participation rate | 98.1% | 68.1%+30.1pp | - | 68.1%+30.1pp |
| Annual return | 19.89% | 41.64%-21.7pp | - | 41.64%-21.7pp |
| Employer contribution / active EE | $15,358 | $2,551+502.1% | - | $2,551+502.1% |
| Participant deferral / active EE | $0 | $4,139-100.0% | - | $4,139-100.0% |
| Admin fee / account holder | $16,491 | $7,234+127.9% | - | $7,234+127.9% |