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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 | $196,090 | $113,338+73.0% | $94,993+106.4% | $147,586+32.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.87% | 20.80%-10.9pp | 27.14%-17.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $6,335 | $3,160+100.5% | $2,603+143.3% | $4,876+29.9% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,051 | $6,063-0.2% | $4,960+22.0% | $10,886-44.4% |