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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 | $245,413 | $60,349+306.7% | $74,184+230.8% | $62,881+290.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 29.27% | 21.38%+7.9pp | 17.74%+11.5pp | 20.14%+9.1pp |
| Employer contribution / active EE | $11,026 | $1,680+556.2% | $2,370+365.2% | $2,281+383.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $19,562 | $4,261+359.1% | $5,586+250.2% | $4,296+355.4% |