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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 | $175,250 | $73,787+137.5% | $98,716+77.5% | $82,448+112.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.30% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,138 | $1,511+173.8% | $2,279+81.6% | $2,551+62.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,032 | $6,500+146.6% | $8,703+84.2% | $7,234+121.6% |