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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 | $167,110 | $44,103+278.9% | $75,826+120.4% | $64,173+160.4% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | 18.99% | -4.72%+23.7pp | 1914.15%-1895.2pp | 7.63%+11.4pp |
| Employer contribution / active EE | $5,191 | $1,446+259.0% | $1,913+171.3% | $2,381+118.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,226 | $3,506+391.3% | $4,726+264.5% | $4,887+252.5% |