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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 | $178,700 | $162,812+9.8% | $133,971+33.4% | $158,966+12.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.19% | 41.94%-34.8pp | 45.09%-37.9pp | 302.95%-295.8pp |
| Employer contribution / active EE | $9,403 | $4,976+89.0% | $3,919+139.9% | $4,762+97.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,810 | $11,741-16.5% | $8,929+9.9% | $11,250-12.8% |