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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 | $216,191 | $61,125+253.7% | $94,057+129.9% | $87,485+147.1% |
| Participation rate | 98.7% | 64.1%+34.6pp | 73.3%+25.3pp | 68.9%+29.7pp |
| Annual return | 15.04% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $17,399 | $2,136+714.4% | $2,933+493.2% | $2,596+570.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $37,086 | $5,629+558.9% | $7,244+411.9% | $7,775+377.0% |