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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 | $163,735 | $110,410+48.3% | $102,437+59.8% | $145,897+12.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.48% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $31,813 | $4,217+654.4% | $3,871+721.9% | $4,663+582.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,411 | $9,745+27.4% | $8,388+48.0% | $13,390-7.3% |