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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 | $249,960 | $87,546+185.5% | $75,784+229.8% | $125,389+99.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 0.70% | 13.49%-12.8pp | 9.68%-9.0pp | 282.24%-281.5pp |
| Employer contribution / active EE | $6,400 | $3,930+62.8% | $3,323+92.6% | $4,866+31.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $145,678 | $6,503+2140.3% | $5,300+2648.8% | $9,541+1426.9% |