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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 | $208,976 | $78,423+166.5% | $95,964+117.8% | $79,856+161.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 26.78% | 19.37%+7.4pp | 91.64%-64.9pp | 31.71%-4.9pp |
| Employer contribution / active EE | $12,500 | $1,945+542.5% | $2,541+391.9% | $2,471+405.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17,234 | $5,622+206.6% | $6,797+153.5% | $5,306+224.8% |