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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 | $244,432 | $201,372+21.4% | $184,260+32.7% | $145,884+67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.61% | 29.04%-1.4pp | 28.84%-1.2pp | 551.85%-524.2pp |
| Employer contribution / active EE | $9,638 | $7,024+37.2% | $6,427+50.0% | $4,662+106.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,491 | $16,362+141.4% | $13,898+184.2% | $13,392+194.9% |