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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 | $232,838 | $81,358+186.2% | $155,556+49.7% | $80,959+187.6% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 45.00% | 33.39%+11.6pp | 64.84%-19.8pp | 35.67%+9.3pp |
| Employer contribution / active EE | $24,755 | $3,106+696.9% | $4,675+429.5% | $2,757+797.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,892 | $7,994-76.3% | $15,885-88.1% | $6,925-72.7% |