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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 | $248,350 | $161,352+53.9% | $134,172+85.1% | $137,256+80.9% |
| Participation rate | 81.8% | 78.3%+3.5pp | 72.5%+9.4pp | 80.0%+1.9pp |
| Annual return | 22.46% | 28.72%-6.3pp | 25.30%-2.8pp | 220.34%-197.9pp |
| Employer contribution / active EE | $16,425 | $4,099+300.7% | $3,420+380.3% | $4,156+295.2% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $321,612 | $15,028+2040.1% | $12,016+2576.5% | $12,270+2521.1% |