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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 | $169,080 | $64,729+161.2% | $112,263+50.6% | $68,490+146.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 5.32% | -11.40%+16.7pp | 27.49%-22.2pp | -7.85%+13.2pp |
| Employer contribution / active EE | $12,058 | $2,746+339.1% | $3,636+231.6% | $2,597+364.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,472 | $5,222+196.3% | $6,410+141.4% | $5,403+186.4% |