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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 | $238,617 | $87,546+172.6% | $75,784+214.9% | $125,389+90.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 23.67% | 13.49%+10.2pp | 9.68%+14.0pp | 282.24%-258.6pp |
| Employer contribution / active EE | $24,318 | $3,930+518.8% | $3,323+631.7% | $4,866+399.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25,761 | $6,503+296.2% | $5,300+386.1% | $9,541+170.0% |