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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 | $81,276+186.5% | $155,574+49.7% | $80,925+187.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 45.00% | 33.36%+11.6pp | 64.87%-19.9pp | 35.65%+9.4pp |
| Employer contribution / active EE | $24,755 | $3,103+697.8% | $4,676+429.4% | $2,756+798.1% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,892 | $7,993-76.3% | $15,914-88.1% | $6,940-72.7% |