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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 | $136,860+55.6% | $120,344+76.9% | $154,746+37.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.66% | 21.38%-10.7pp | 20.30%-9.6pp | 172.34%-161.7pp |
| Employer contribution / active EE | $8,798 | $3,533+149.0% | $3,020+191.3% | $4,379+100.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,752 | $15,393-43.1% | $12,742-31.3% | $14,365-39.1% |