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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 | $228,068 | $126,661+80.1% | $113,397+101.1% | $138,895+64.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.39% | 25.05%-9.7pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $16,667 | $3,456+382.2% | $2,977+459.8% | $4,194+297.4% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,937 | $14,549-66.1% | $11,957-58.7% | $12,562-60.7% |