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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 | $177,595+19.6% | $148,496+43.1% | $198,609+7.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.72% | 9.97%-0.3pp | 12.33%-2.6pp | 202.70%-193.0pp |
| Employer contribution / active EE | $11,074 | $4,098+170.2% | $3,497+216.6% | $5,055+119.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,014 | $27,010-77.7% | $19,547-69.2% | $19,030-68.4% |