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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 | $207,565 | $81,358+155.1% | $155,556+33.4% | $80,959+156.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.29% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $10,002 | $3,106+222.0% | $4,675+113.9% | $2,757+262.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,453 | $7,994-69.3% | $15,885-84.6% | $6,925-64.6% |