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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 | $81,233+186.6% | $155,567+49.7% | $80,874+187.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 45.00% | 33.33%+11.7pp | 64.74%-19.7pp | 35.62%+9.4pp |
| Employer contribution / active EE | $24,755 | $3,101+698.3% | $4,674+429.6% | $2,756+798.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,892 | $7,998-76.3% | $15,916-88.1% | $6,935-72.7% |