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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 | $231,901 | $58,828+294.2% | $78,002+197.3% | $62,881+268.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.98% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $8,544 | $1,672+411.1% | $2,470+245.9% | $2,281+274.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,803 | $4,393+191.4% | $5,481+133.6% | $4,296+198.0% |