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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 | $194,482 | $167,522+16.1% | $151,639+28.3% | $134,532+44.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.01% | 7.81%-20.8pp | 3.34%-16.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $7,849 | $6,828+15.0% | $6,165+27.3% | $4,741+65.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,478 | $13,780-31.2% | $11,613-18.4% | $11,429-17.1% |