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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 | $216,363 | $183,592+17.9% | $155,574+39.1% | $145,877+48.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 11.43% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $17,571 | $5,317+230.5% | $4,676+275.8% | $4,663+276.8% |
| Participant deferral / active EE | $271 | $6,466-95.8% | $5,629-95.2% | $6,691-95.9% |
| Admin fee / account holder | $38,311 | $19,316+98.3% | $15,914+140.7% | $13,402+185.9% |