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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 | $198,205 | $90,590+118.8% | $90,782+118.3% | $135,380+46.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 3.16% | -3.40%+6.6pp | -3.42%+6.6pp | 519.81%-516.6pp |
| Employer contribution / active EE | $14,401 | $4,352+230.9% | $4,105+250.8% | $4,779+201.3% |
| Participant deferral / active EE | $1,625 | $5,407-69.9% | $5,366-69.7% | $5,609-71.0% |
| Admin fee / account holder | $2,519 | $7,683-67.2% | $5,908-57.4% | $10,828-76.7% |