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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 | $226,644 | $72,404+213.0% | $110,243+105.6% | $64,173+253.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.25% | -6.29%+13.5pp | 314.76%-307.5pp | 7.63%-0.4pp |
| Employer contribution / active EE | $22,414 | $2,282+882.4% | $3,827+485.7% | $2,381+841.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,908 | $5,664+74.9% | $8,548+15.9% | $4,887+102.7% |