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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 | $196,833 | $94,439+108.4% | $73,658+167.2% | $154,746+27.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.92% | 28.25%-14.3pp | 29.72%-15.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $5,991 | $1,257+376.5% | $1,032+480.3% | $4,379+36.8% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,009 | $3,843+56.4% | $3,357+79.0% | $14,365-58.2% |