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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 | $134,771 | $57,350+135.0% | $83,850+60.7% | $64,181+110.0% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | 19.17% | 11.38%+7.8pp | 850.92%-831.8pp | 7.63%+11.5pp |
| Employer contribution / active EE | $25,714 | $2,545+910.2% | $3,631+608.2% | $2,381+980.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,755 | $4,046+190.5% | $5,478+114.6% | $4,887+140.5% |