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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 | $242,856 | $82,678+193.7% | $125,391+93.7% | $68,490+254.6% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | 28.09% | -5.97%+34.1pp | 572.41%-544.3pp | -7.85%+35.9pp |
| Employer contribution / active EE | $3,251 | $3,382-3.9% | $4,816-32.5% | $2,597+25.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,683 | $6,277+22.4% | $10,009-23.2% | $5,403+42.2% |