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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 | $223,995 | $78,428+185.6% | $95,960+133.4% | $79,852+180.5% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 24.35% | 19.37%+5.0pp | 91.63%-67.3pp | 31.72%-7.4pp |
| Employer contribution / active EE | $7,642 | $1,945+292.8% | $2,541+200.7% | $2,471+209.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,748 | $5,622-51.1% | $6,797-59.6% | $5,306-48.2% |