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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 | $236,079 | $154,228+53.1% | $145,433+62.3% | $137,256+72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.78% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,105 | $4,804+89.5% | $4,554+99.9% | $4,156+119.1% |
| Participant deferral / active EE | $958 | $8,216-88.3% | $7,897-87.9% | $6,407-85.0% |
| Admin fee / account holder | $99,959 | $14,344+596.9% | $13,129+661.4% | $12,270+714.6% |