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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 | $222,136 | $180,749+22.9% | $160,784+38.2% | $137,256+61.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.08% | 2234.46%-2223.4pp | 1803.92%-1792.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $35,781 | $4,155+761.1% | $3,733+858.6% | $4,156+760.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,160 | $10,397-79.2% | $9,717-77.8% | $12,270-82.4% |