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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 | $212,487 | $139,948+51.8% | $121,663+74.7% | $154,746+37.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.72% | 230.52%-220.8pp | 147.54%-137.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $11,074 | $3,521+214.5% | $3,020+266.7% | $4,379+152.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,014 | $17,321-65.3% | $14,289-57.9% | $14,365-58.1% |