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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 | $247,347 | $138,312+78.8% | $122,979+101.1% | $155,188+59.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.72% | 22.06%-11.3pp | 20.12%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $8,809 | $3,530+149.5% | $3,062+187.6% | $4,248+107.4% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,029 | $15,089-53.4% | $12,864-45.4% | $14,480-51.5% |