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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 | $162,790 | $49,791+226.9% | $78,210+108.1% | $70,126+132.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.18% | 20.75%-4.6pp | 40.90%-24.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $5,740 | $1,430+301.5% | $2,034+182.3% | $2,343+145.0% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $37,987 | $3,181+1094.3% | $3,758+910.7% | $4,645+717.7% |