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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 | $242,883 | $106,247+128.6% | $96,515+151.7% | $139,466+74.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 22.49% | 38.47%-16.0pp | 35.73%-13.2pp | 373.66%-351.2pp |
| Employer contribution / active EE | $23,516 | $4,106+472.7% | $3,740+528.8% | $4,754+394.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16,197 | $7,885+105.4% | $6,735+140.5% | $11,409+42.0% |