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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 | $168,414 | $134,817+24.9% | $123,973+35.8% | $155,188+8.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.33% | 515.49%-500.2pp | 388.13%-372.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $5,916 | $4,425+33.7% | $4,126+43.4% | $4,248+39.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,461 | $13,245+39.4% | $11,799+56.5% | $14,480+27.5% |