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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 | $229,720 | $140,578+63.4% | $100,671+128.2% | $125,389+83.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.87% | 24.67%-22.8pp | 20.43%-18.6pp | 282.24%-280.4pp |
| Employer contribution / active EE | $15,736 | $5,965+163.8% | $4,012+292.2% | $4,866+223.4% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,940 | $6,716-71.1% | $4,850-60.0% | $9,541-79.7% |