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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 | $86,940+144.0% | $102,434+107.1% | $80,935+162.1% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.7pp |
| Annual return | 77.59% | 18.89%+58.7pp | 29.46%+48.1pp | 35.66%+41.9pp |
| Employer contribution / active EE | $15,556 | $2,370+556.5% | $3,023+414.6% | $2,757+464.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,703 | $8,047+70.3% | $9,462+44.8% | $6,924+97.9% |