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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 | $149,641 | $139,456+7.3% | $84,292+77.5% | $139,456+7.3% |
| Participation rate | 85.7% | 80.3%+5.4pp | 63.1%+22.6pp | 80.3%+5.4pp |
| Annual return | 16.10% | 373.45%-357.4pp | 16.18%-0.1pp | 373.45%-357.4pp |
| Employer contribution / active EE | $19,887 | $4,753+318.4% | $10,497+89.4% | $4,753+318.4% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $971-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,160 | $11,407-10.9% | $8,607+18.0% | $11,407-10.9% |