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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 | $136,584 | $47,944+184.9% | $67,834+101.4% | $62,881+117.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.65% | 11.77%-4.1pp | 138.47%-130.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $7,234 | $1,562+363.1% | $2,403+201.0% | $2,281+217.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,360 | $3,712+367.7% | $4,622+275.6% | $4,296+304.1% |