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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 | $246,548 | $87,106+183.0% | $105,607+133.5% | $80,935+204.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.19% | 17.01%+0.2pp | 116.11%-98.9pp | 35.66%-18.5pp |
| Employer contribution / active EE | $17,686 | $2,396+638.1% | $3,167+458.5% | $2,757+541.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,529 | $8,447+60.2% | $10,958+23.5% | $6,924+95.4% |