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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 | $231,003 | $124,425+85.7% | $112,040+106.2% | $137,256+68.3% |
| Participation rate | 86.4% | 79.3%+7.1pp | 76.5%+9.9pp | 80.0%+6.4pp |
| Annual return | 17.43% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,545 | $3,411+179.8% | $2,954+223.1% | $4,156+129.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,768 | $15,207-68.6% | $12,098-60.6% | $12,270-61.1% |