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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 | $183,469 | $77,908+135.5% | $149,696+22.6% | $75,173+144.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.86% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $11,031 | $3,138+251.6% | $4,821+128.8% | $2,671+313.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,498 | $5,950-74.8% | $13,212-88.7% | $5,651-73.5% |