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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 | $164,188 | $98,240+67.1% | $82,312+99.5% | $147,586+11.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.02% | 30.85%-11.8pp | 25.88%-6.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $6,748 | $3,192+111.4% | $2,428+177.9% | $4,876+38.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,172 | $8,563-4.6% | $5,608+45.7% | $10,886-24.9% |