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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 | $130,289 | $201,372-35.3% | $184,260-29.3% | $145,884-10.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.48% | 29.04%-15.6pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $11,303 | $7,024+60.9% | $6,427+75.9% | $4,662+142.4% |
| Participant deferral / active EE | $1,280 | $9,808-87.0% | $9,133-86.0% | $6,690-80.9% |
| Admin fee / account holder | $21,177 | $16,362+29.4% | $13,898+52.4% | $13,392+58.1% |