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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 | $83,116 | $94,529-12.1% | $140,019-40.6% | $64,173+29.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 23.73% | 7.77%+16.0pp | 651.17%-627.4pp | 7.63%+16.1pp |
| Employer contribution / active EE | $4,125 | $3,812+8.2% | $5,605-26.4% | $2,381+73.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,641 | $6,741+132.0% | $10,705+46.1% | $4,887+220.0% |