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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 | $227,843 | $162,136+40.5% | $152,301+49.6% | $154,746+47.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.37% | 91.02%-72.7pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $11,312 | $4,890+131.3% | $4,624+144.6% | $4,379+158.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $495 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |