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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 | $226,660 | $110,410+105.3% | $102,437+121.3% | $145,897+55.4% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 15.96% | 24.85%-8.9pp | 24.95%-9.0pp | 552.29%-536.3pp |
| Employer contribution / active EE | $7,694 | $4,217+82.4% | $3,871+98.8% | $4,663+65.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,986 | $9,745-79.6% | $8,388-76.3% | $13,390-85.2% |