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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 | $166,930 | $95,406+75.0% | $185,849-10.2% | $85,847+94.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.27% | 23.59%-2.3pp | 122.10%-100.8pp | 318.61%-297.3pp |
| Employer contribution / active EE | $5,484 | $3,314+65.5% | $5,169+6.1% | $2,565+113.8% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,506 | $7,214-79.1% | $16,244-90.7% | $6,261-75.9% |