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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 | $232,970 | $146,267+59.3% | $197,124+18.2% | $82,448+182.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.69% | 29.61%-15.9pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $12,476 | $4,723+164.1% | $6,227+100.3% | $2,551+389.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,337 | $14,422+20.2% | $16,298+6.4% | $7,234+139.6% |