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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 | $239,572 | $63,346+278.2% | $92,239+159.7% | $70,124+241.6% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 16.45% | 530.19%-513.7pp | 176.29%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,806 | $2,471-26.9% | $3,680-50.9% | $2,342-22.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,450 | $3,841+302.3% | $5,194+197.5% | $4,645+232.6% |