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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 | $243,878 | $123,000+98.3% | $105,582+131.0% | $198,609+22.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 4.98% | 18.31%-13.3pp | 18.61%-13.6pp | 202.70%-197.7pp |
| Employer contribution / active EE | $25,993 | $3,582+625.7% | $2,984+771.1% | $5,055+414.2% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,945 | $16,254-26.5% | $12,856-7.1% | $19,030-37.2% |