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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 | $133,460 | $81,476+63.8% | $102,383+30.4% | $80,925+64.9% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.7%+23.0pp |
| Annual return | 77.71% | 25.59%+52.1pp | 24.94%+52.8pp | 35.65%+42.1pp |
| Employer contribution / active EE | $30,328 | $3,105+876.8% | $3,870+683.6% | $2,756+1000.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,037 | $6,717+79.2% | $8,391+43.4% | $6,940+73.4% |