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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 | $101,365 | $65,437+54.9% | $86,698+16.9% | $66,949+51.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 12.48% | -10.91%+23.4pp | 35.96%-23.5pp | 1.57%+10.9pp |
| Employer contribution / active EE | $4,817 | $2,154+123.6% | $2,837+69.8% | $2,545+89.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6,221 | $642+869.3% | $7,492-17.0% | $594+948.0% |