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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 | $163,198 | $61,660+164.7% | $80,022+103.9% | $64,173+154.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.45% | -0.33%+4.8pp | 11.22%-6.8pp | 7.63%-3.2pp |
| Employer contribution / active EE | $9,249 | $1,810+410.9% | $2,468+274.8% | $2,381+288.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $74,492 | $5,417+1275.1% | $6,521+1042.3% | $4,887+1424.1% |