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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 | $199,016 | $59,115+236.7% | $77,175+157.9% | $75,173+164.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.15% | 26.71%-12.6pp | 37.88%-23.7pp | 160.65%-146.5pp |
| Employer contribution / active EE | $9,554 | $1,995+379.0% | $2,533+277.2% | $2,670+257.8% |
| Participant deferral / active EE | $0 | $2,998-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,881 | $4,776-18.7% | $5,474-29.1% | $5,651-31.3% |