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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 | $242,659 | $140,592+72.6% | $123,105+97.1% | $125,389+93.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.78% | 16.80%-13.0pp | 13.22%-9.4pp | 282.24%-278.5pp |
| Employer contribution / active EE | $14,414 | $6,041+138.6% | $5,151+179.8% | $4,866+196.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,919 | $11,198-38.2% | $9,014-23.2% | $9,541-27.5% |