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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 | $150,981 | $71,230+112.0% | $93,727+61.1% | $80,959+86.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.62% | 11.26%+2.4pp | 133.83%-120.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $5,143 | $1,565+228.6% | $2,421+112.4% | $2,757+86.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,176 | $6,961+46.2% | $8,292+22.7% | $6,925+46.9% |