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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 | $211,814 | $97,289+117.7% | $92,805+128.2% | $155,188+36.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 10.92% | 29.03%-18.1pp | 31.59%-20.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $8,119 | $3,632+123.5% | $3,424+137.1% | $4,248+91.1% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,601 | $12,015-70.0% | $10,911-67.0% | $14,480-75.1% |