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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 | $245,250 | $106,280+130.8% | $96,538+154.0% | $139,487+75.8% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 20.00% | 38.48%-18.5pp | 35.74%-15.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $10,000 | $4,107+143.5% | $3,740+167.4% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,370 | $7,888-70.0% | $6,737-64.8% | $11,407-79.2% |