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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 | $168,700 | $68,681+145.6% | $86,625+94.7% | $85,851+96.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 13.35% | 20.12%-6.8pp | 63.52%-50.2pp | 318.63%-305.3pp |
| Employer contribution / active EE | $9,204 | $1,880+389.5% | $2,496+268.8% | $2,565+258.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,964 | $5,974-50.4% | $5,830-49.2% | $6,261-52.7% |