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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 | $187,401 | $117,904+58.9% | $102,457+82.9% | $145,978+28.4% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 15.13% | 31.80%-16.7pp | 29.41%-14.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $12,815 | $3,613+254.7% | $3,022+324.0% | $4,662+174.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,620 | $13,329-65.3% | $9,451-51.1% | $13,400-65.5% |