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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 | $199,305 | $61,125+226.1% | $94,057+111.9% | $87,485+127.8% |
| Participation rate | 86.8% | 64.1%+22.8pp | 73.3%+13.5pp | 68.9%+17.9pp |
| Annual return | 13.85% | 35.20%-21.3pp | 480.62%-466.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $15,940 | $2,136+646.1% | $2,933+443.4% | $2,596+514.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $83,135 | $5,629+1377.0% | $7,244+1047.6% | $7,775+969.3% |