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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 | $162,680 | $82,314+97.6% | $68,808+136.4% | $134,532+20.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 14.19% | -2.18%+16.4pp | -6.37%+20.6pp | 418.27%-404.1pp |
| Employer contribution / active EE | $23,690 | $3,301+617.6% | $2,656+792.0% | $4,741+399.7% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,009 | $6,484+316.5% | $4,936+447.2% | $11,429+136.3% |