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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 | $239,568 | $148,623+61.2% | $135,974+76.2% | $139,466+71.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.03% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $13,623 | $5,246+159.7% | $4,859+180.4% | $4,754+186.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,256 | $12,406-81.8% | $10,767-79.0% | $11,409-80.2% |