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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 | $134,389 | $49,891+169.4% | $80,607+66.7% | $75,181+78.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 14.85% | 34.67%-19.8pp | 936.11%-921.3pp | 160.69%-145.8pp |
| Employer contribution / active EE | $16,886 | $1,698+894.3% | $2,724+519.9% | $2,671+532.3% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,031 | $3,578+515.8% | $5,379+309.5% | $5,650+289.9% |