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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 | $193,250 | $81,870+136.0% | $119,622+61.6% | $68,486+182.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 25.59% | -23.82%+49.4pp | -14.98%+40.6pp | -7.85%+33.4pp |
| Employer contribution / active EE | $18,519 | $2,692+588.0% | $4,232+337.6% | $2,597+613.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,146 | $6,583+54.1% | $10,328-1.8% | $5,404+87.8% |