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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 | $158,851 | $52,580+202.1% | $71,671+121.6% | $70,126+126.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.40% | 20.25%-2.8pp | 20.65%-3.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $7,767 | $1,616+380.7% | $2,460+215.8% | $2,343+231.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,827 | $3,653-22.6% | $5,558-49.1% | $4,645-39.1% |