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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 | $222,561 | $161,352+37.9% | $134,172+65.9% | $137,256+62.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.61% | 28.72%-16.1pp | 25.30%-12.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $36,293 | $4,099+785.5% | $3,420+961.2% | $4,156+773.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,917 | $15,028-87.2% | $12,016-84.0% | $12,270-84.4% |