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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 | $200,598 | $153,311+30.8% | $109,313+83.5% | $273,972-26.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.31% | 29.86%-18.5pp | 22.07%-10.8pp | 41.46%-30.1pp |
| Employer contribution / active EE | $53,947 | $5,619+860.1% | $3,892+1286.1% | $4,869+1008.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,283 | $8,076-84.1% | $5,666-77.4% | $10,133-87.3% |