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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 | $213,367 | $154,159+38.4% | $130,026+64.1% | $139,456+53.0% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 10.05% | 32.50%-22.5pp | -137.26%+147.3pp | 373.45%-363.4pp |
| Employer contribution / active EE | $23,441 | $5,292+343.0% | $4,321+442.5% | $4,753+393.2% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,923 | $14,001-72.0% | $10,608-63.0% | $11,407-65.6% |