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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 | $208,530 | $167,522+24.5% | $151,639+37.5% | $134,532+55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.12% | 7.81%-19.9pp | 3.34%-15.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $7,750 | $6,828+13.5% | $6,165+25.7% | $4,741+63.5% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,661 | $13,780+20.9% | $11,613+43.5% | $11,429+45.8% |