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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 | $228,302 | $87,733+160.2% | $106,555+114.3% | $85,847+165.9% |
| Participation rate | 97.8% | 71.9%+25.8pp | 76.1%+21.6pp | 69.3%+28.5pp |
| Annual return | 13.32% | 21.86%-8.5pp | 26.80%-13.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $8,454 | $2,073+307.8% | $2,819+199.8% | $2,565+229.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $26,158 | $6,767+286.5% | $7,408+253.1% | $6,261+317.8% |