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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 | $202,909 | $77,358+162.3% | $102,184+98.6% | $87,485+131.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 16.71% | 41.11%-24.4pp | 31.58%-14.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $17,805 | $2,562+595.0% | $3,594+395.5% | $2,596+585.8% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $28,303 | $6,809+315.7% | $11,609+143.8% | $7,775+264.0% |