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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 | $242,340 | $110,337+119.6% | $102,383+136.7% | $145,877+66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.43% | 24.83%-4.4pp | 24.94%-4.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $13,835 | $4,216+228.1% | $3,870+257.5% | $4,663+196.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,904 | $9,750+22.1% | $8,391+41.9% | $13,402-11.2% |