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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 | $214,072 | $81,208+163.6% | $98,920+116.4% | $79,856+168.1% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.2pp |
| Annual return | 16.35% | 60.99%-44.6pp | 196.47%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,984 | $1,960+307.4% | $2,689+196.9% | $2,471+223.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,572 | $6,013+75.8% | $6,643+59.2% | $5,306+99.2% |