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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 | $233,634 | $165,381+41.3% | $149,730+56.0% | $158,966+47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.82% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.1pp |
| Employer contribution / active EE | $18,836 | $5,104+269.0% | $4,645+305.5% | $4,762+295.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,501 | $10,809-67.6% | $9,310-62.4% | $11,250-68.9% |