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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 | $190,913 | $124,980+52.8% | $108,359+76.2% | $154,746+23.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.81% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,339 | $2,851-53.0% | $2,399-44.2% | $4,379-69.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,294 | $11,502-88.7% | $9,741-86.7% | $14,365-91.0% |