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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 | $97,650 | $213,785-54.3% | $185,441-47.3% | $155,188-37.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.52% | 19.97%-12.5pp | 20.16%-12.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $7,268 | $5,393+34.8% | $4,672+55.6% | $4,248+71.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,912 | $21,134+60.5% | $17,890+89.6% | $14,480+134.2% |