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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 | $130,991 | $65,367+100.4% | $92,915+41.0% | $72,976+79.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.17% | 42.11%-24.9pp | 109.45%-92.3pp | 81.02%-63.8pp |
| Employer contribution / active EE | $10,515 | $2,594+305.4% | $3,653+187.8% | $2,440+330.9% |
| Participant deferral / active EE | $565 | $3,128-82.0% | $4,238-86.7% | $3,608-84.4% |
| Admin fee / account holder | $16,302 | $4,251+283.4% | $5,796+181.3% | $5,124+218.1% |