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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 | $249,125 | $110,212+126.0% | $96,534+158.1% | $139,466+78.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.80% | 26.42%-12.6pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $13,655 | $3,620+277.2% | $2,965+360.5% | $4,754+187.2% |
| Participant deferral / active EE | $1,089 | $5,547-80.4% | $4,851-77.6% | $6,712-83.8% |
| Admin fee / account holder | $42,505 | $11,599+266.5% | $8,253+415.0% | $11,409+272.6% |