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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 | $199,267 | $126,661+57.3% | $113,397+75.7% | $138,895+43.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.20% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $25,000 | $3,456+623.3% | $2,977+739.7% | $4,194+496.1% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $36,559 | $14,549+151.3% | $11,957+205.8% | $12,562+191.0% |