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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 | $177,826 | $98,776+80.0% | $149,745+18.8% | $79,856+122.7% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | 16.71% | 27.38%-10.7pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $21,685 | $3,217+574.0% | $4,646+366.8% | $2,471+777.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,426 | $6,053-59.9% | $9,312-73.9% | $5,306-54.3% |