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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 | $207,229 | $93,345+122.0% | $119,126+74.0% | $87,485+136.9% |
| Participation rate | 97.7% | 68.7%+28.9pp | 75.8%+21.9pp | 68.9%+28.7pp |
| Annual return | 15.85% | 19.08%-3.2pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $17,778 | $3,172+460.5% | $4,034+340.7% | $2,596+584.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,341 | $8,039-8.7% | $10,693-31.3% | $7,775-5.6% |