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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 | $58,099+242.5% | $76,902+158.8% | $75,177+164.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.15% | 26.71%-12.6pp | 37.91%-23.8pp | 160.75%-146.6pp |
| Employer contribution / active EE | $9,554 | $1,996+378.8% | $2,534+277.1% | $2,671+257.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,881 | $4,778-18.8% | $5,479-29.2% | $5,651-31.3% |