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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 | $240,059 | $135,956+76.6% | $123,894+93.8% | $273,972-12.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.79% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $9,676 | $5,170+87.2% | $4,617+109.6% | $4,869+98.7% |
| Participant deferral / active EE | $1,800 | $6,343-71.6% | $5,984-69.9% | $5,287-66.0% |
| Admin fee / account holder | $1,207 | $9,817-87.7% | $8,357-85.6% | $10,133-88.1% |