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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 | $195,796 | $138,312+41.6% | $122,979+59.2% | $155,188+26.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.00% | 22.06%-9.1pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $7,143 | $3,530+102.3% | $3,062+133.2% | $4,248+68.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,391 | $15,089-17.9% | $12,864-3.7% | $14,480-14.4% |