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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 | $242,292 | $211,288+14.7% | $178,540+35.7% | $145,884+66.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.91% | 30.27%-20.4pp | 27.15%-17.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,563 | $4,574-65.8% | $3,953-60.5% | $4,662-66.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,465 | $12,105-13.5% | $10,424+0.4% | $13,392-21.9% |