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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 | $238,661 | $106,267+124.6% | $96,520+147.3% | $139,456+71.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.37% | 38.45%-23.1pp | 35.72%-20.3pp | 373.45%-358.1pp |
| Employer contribution / active EE | $5,299 | $4,105+29.1% | $3,739+41.7% | $4,753+11.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,558 | $7,882-67.5% | $6,733-62.0% | $11,407-77.6% |