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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 | $201,448 | $124,980+61.2% | $108,359+85.9% | $154,746+30.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | 20.71% | 45.00%-24.3pp | 36.89%-16.2pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,844 | $2,851+69.9% | $2,399+101.9% | $4,379+10.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,654 | $11,502-50.8% | $9,741-42.0% | $14,365-60.6% |