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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 | $247,629 | $162,136+52.7% | $152,301+62.6% | $154,746+60.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.28% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $15,000 | $4,890+206.7% | $4,624+224.4% | $4,379+242.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,953 | $15,759-87.6% | $14,398-86.4% | $14,365-86.4% |