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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 | $226,350 | $78,707+187.6% | $117,861+92.0% | $70,126+222.8% |
| Participation rate | 97.8% | 73.2%+24.6pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 12.64% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.5pp |
| Employer contribution / active EE | $10,491 | $2,223+371.8% | $3,786+177.1% | $2,343+347.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $33,761 | $5,066+566.5% | $8,021+320.9% | $4,645+626.7% |