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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 | $243,316 | $93,346+160.7% | $71,796+238.9% | $273,972-11.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 14.34% | 130.39%-116.0pp | 78.04%-63.7pp | 41.46%-27.1pp |
| Employer contribution / active EE | $7,761 | $2,733+183.9% | $1,924+303.3% | $4,869+59.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,287 | $6,571-4.3% | $4,815+30.6% | $10,133-38.0% |