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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 | $204,730 | $78,705+160.1% | $117,857+73.7% | $70,131+191.9% |
| Participation rate | 90.6% | 73.2%+17.4pp | 79.7%+11.0pp | 69.5%+21.1pp |
| Annual return | 17.33% | 23.30%-6.0pp | 335.09%-317.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $7,813 | $2,223+251.4% | $3,786+106.3% | $2,342+233.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,473 | $5,065-51.2% | $8,020-69.2% | $4,645-46.8% |