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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 | $222,067 | $100,811+120.3% | $86,698+156.1% | $134,545+65.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 16.67% | 29.11%-12.4pp | 35.96%-19.3pp | 418.37%-401.7pp |
| Employer contribution / active EE | $22,445 | $3,490+543.1% | $2,837+691.2% | $4,742+373.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,271 | $10,926+58.1% | $7,492+130.5% | $11,431+51.1% |