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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 | $157,623 | $87,166+80.8% | $76,735+105.4% | $137,256+14.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.83% | 26.50%-12.7pp | 29.77%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $16,298 | $2,904+461.1% | $2,454+564.1% | $4,156+292.1% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $543 | $8,403-93.5% | $7,189-92.4% | $12,270-95.6% |