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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 | $225,517 | $69,977+222.3% | $108,582+107.7% | $62,881+258.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.93% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $17,704 | $2,135+729.3% | $3,758+371.1% | $2,281+676.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $38,713 | $5,076+662.6% | $7,645+406.4% | $4,296+801.2% |