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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 | $248,311 | $52,911+369.3% | $73,309+238.7% | $59,633+316.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 29.05% | 12.20%+16.8pp | 5.67%+23.4pp | 2041.45%-2012.4pp |
| Employer contribution / active EE | $9,871 | $1,909+417.2% | $3,237+204.9% | $2,203+348.2% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,562 | $3,835+123.3% | $5,635+51.9% | $4,297+99.3% |