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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 | $229,391 | $58,311+293.4% | $81,882+180.1% | $80,959+183.3% |
| Participation rate | 92.7% | 63.5%+29.2pp | 72.4%+20.3pp | 67.7%+25.0pp |
| Annual return | 15.32% | 41.85%-26.5pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $15,045 | $2,347+541.1% | $2,916+416.0% | $2,757+445.7% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $63,106 | $4,752+1228.0% | $7,360+757.5% | $6,925+811.2% |