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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 | $174,042 | $77,814+123.7% | $158,223+10.0% | $86,983+100.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.00% | 30.54%-16.5pp | 52.09%-38.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $9,742 | $2,592+275.8% | $4,109+137.1% | $2,584+276.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,349 | $5,879-60.1% | $16,047-85.4% | $7,856-70.1% |