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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 | $216,200 | $101,499+113.0% | $147,005+47.1% | $74,546+190.0% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 16.47% | 8732.34%-8715.9pp | 418.76%-402.3pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $2,290 | $3,811-39.9% | $4,934-53.6% | $2,624-12.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $14,499 | $1,748+729.5% | $13,006+11.5% | $1,944+646.0% |