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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 | $168,027 | $135,956+23.6% | $123,894+35.6% | $273,972-38.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.06% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $10,003 | $5,170+93.5% | $4,617+116.7% | $4,869+105.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,291 | $9,817+15.0% | $8,357+35.1% | $10,133+11.4% |