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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 | $207,647 | $91,559+126.8% | $133,978+55.0% | $79,856+160.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.80% | 61.85%-45.1pp | 45.10%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $13,532 | $2,384+467.7% | $3,919+245.3% | $2,471+447.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,964 | $6,321+41.8% | $8,930+0.4% | $5,306+68.9% |