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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 | $208,925 | $106,115+96.9% | $85,969+143.0% | $125,389+66.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.51% | 13.93%-15.4pp | 9.32%-10.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $5,150 | $4,537+13.5% | $3,474+48.2% | $4,866+5.8% |
| Participant deferral / active EE | $867 | $4,859-82.2% | $3,829-77.4% | $5,352-83.8% |
| Admin fee / account holder | $613 | $8,144-92.5% | $6,053-89.9% | $9,541-93.6% |