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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 | $101,653+112.7% | $147,080+47.0% | $74,459+190.4% |
| Participation rate | 92.7% | 75.6%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 16.47% | 8754.98%-8738.5pp | 420.17%-403.7pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,290 | $3,813-39.9% | $4,933-53.6% | $2,626-12.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14,499 | $1,752+727.8% | $12,989+11.6% | $1,945+645.5% |