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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 | $183,509 | $56,063+227.3% | $76,051+141.3% | $80,911+126.8% |
| Participation rate | 75.0% | 62.0%+13.0pp | 69.1%+5.9pp | 67.6%+7.4pp |
| Annual return | 12.18% | 20.54%-8.4pp | 360.42%-348.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $10,715 | $1,874+471.7% | $2,690+298.4% | $2,756+288.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,606 | $5,240+140.6% | $6,416+96.5% | $6,935+81.8% |