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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 | $212,942 | $167,415+27.2% | $140,514+51.5% | $198,609+7.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 10.66% | 13.85%-3.2pp | 14.36%-3.7pp | 202.70%-192.0pp |
| Employer contribution / active EE | $8,798 | $4,088+115.2% | $3,378+160.4% | $5,055+74.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,752 | $16,730-47.7% | $13,697-36.1% | $19,030-54.0% |