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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 | $216,740 | $184,014+17.8% | $161,149+34.5% | $138,895+56.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.83% | 21.52%-8.7pp | 21.16%-8.3pp | 145.39%-132.6pp |
| Employer contribution / active EE | $22,826 | $5,055+351.5% | $4,360+423.5% | $4,194+444.2% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,398 | $18,027-92.2% | $15,194-90.8% | $12,562-88.9% |