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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 | $247,502 | $106,115+133.2% | $85,969+187.9% | $125,389+97.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.96% | 13.93%-14.9pp | 9.32%-10.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $5,476 | $4,537+20.7% | $3,474+57.6% | $4,866+12.5% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,736 | $8,144+44.1% | $6,053+93.9% | $9,541+23.0% |