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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 | $212,121 | $86,922+144.0% | $102,438+107.1% | $80,874+162.3% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | 77.59% | 18.90%+58.7pp | 29.37%+48.2pp | 35.62%+42.0pp |
| Employer contribution / active EE | $15,556 | $2,369+556.5% | $3,024+414.5% | $2,756+464.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,703 | $8,050+70.2% | $9,448+45.0% | $6,935+97.6% |