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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 | $230,847 | $137,414+68.0% | $189,545+21.8% | $85,851+168.9% |
| Participation rate | 98.2% | 84.6%+13.6pp | 87.8%+10.4pp | 69.3%+28.9pp |
| Annual return | 18.60% | 38.14%-19.5pp | 555.36%-536.8pp | 318.63%-300.0pp |
| Employer contribution / active EE | $16,029 | $4,344+269.0% | $6,162+160.1% | $2,565+524.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $423 | $8,630-95.1% | $12,049-96.5% | $6,261-93.2% |