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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 | $217,077 | $157,304+38.0% | $141,197+53.7% | $152,909+42.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 25.50% | 64.34%-38.8pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $13,225 | $5,263+151.3% | $4,736+179.2% | $4,764+177.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,256 | $12,126-64.9% | $10,265-58.5% | $11,601-63.3% |