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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 | $159,806 | $106,115+50.6% | $85,969+85.9% | $125,389+27.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 4.15% | 13.93%-9.8pp | 9.32%-5.2pp | 282.24%-278.1pp |
| Employer contribution / active EE | $23,645 | $4,537+421.2% | $3,474+580.5% | $4,866+385.9% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $51,636 | $8,144+534.0% | $6,053+753.0% | $9,541+441.2% |