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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 | $230,166 | $102,638+124.2% | $81,982+180.8% | $158,982+44.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.90% | 61.05%-47.2pp | 41.31%-27.4pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,014 | $3,241-68.7% | $2,498-59.4% | $4,763-78.7% |
| Participant deferral / active EE | $768 | $4,649-83.5% | $3,722-79.4% | $5,983-87.2% |
| Admin fee / account holder | $5,079 | $8,237-38.3% | $5,665-10.3% | $11,252-54.9% |