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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 | $218,689 | $96,965+125.5% | $97,995+123.2% | $147,586+48.2% |
| Participation rate | 90.0% | 83.6%+6.4pp | 82.4%+7.6pp | 82.8%+7.2pp |
| Annual return | 11.00% | 24.11%-13.1pp | 23.94%-12.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $10,857 | $4,536+139.3% | $4,158+161.1% | $4,876+122.6% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,615 | $8,120+264.7% | $5,943+398.3% | $10,886+172.1% |