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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 | $240,215 | $93,617+156.6% | $135,982+76.7% | $75,177+219.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.41% | 30.89%-5.5pp | 68.32%-42.9pp | 160.75%-135.3pp |
| Employer contribution / active EE | $14,471 | $3,538+309.0% | $4,859+197.8% | $2,671+441.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,565 | $6,980-34.6% | $10,767-57.6% | $5,651-19.2% |