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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 | $240,011 | $64,719+270.9% | $112,249+113.8% | $68,486+250.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 7.55% | -11.40%+19.0pp | 27.48%-19.9pp | -7.85%+15.4pp |
| Employer contribution / active EE | $12,140 | $2,747+342.0% | $3,636+233.9% | $2,597+367.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,803 | $5,232+202.0% | $6,412+146.5% | $5,404+192.4% |