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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 | $236,666 | $110,240+114.7% | $96,544+145.1% | $139,487+69.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+0.9pp | 80.3%-3.4pp |
| Annual return | 19.87% | 26.41%-6.5pp | 25.88%-6.0pp | 373.84%-354.0pp |
| Employer contribution / active EE | $15,385 | $3,622+324.7% | $2,966+418.6% | $4,755+223.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,346 | $11,602-88.4% | $8,254-83.7% | $11,407-88.2% |