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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 | $187,574 | $158,852+18.1% | $121,220+54.7% | $135,379+38.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 1.33% | -0.64%+2.0pp | 16.94%-15.6pp | 519.79%-518.5pp |
| Employer contribution / active EE | $14,500 | $5,666+155.9% | $4,023+260.5% | $4,779+203.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,284 | $6,515+318.8% | $5,021+443.4% | $10,828+152.0% |