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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 | $233,687 | $275,752-15.3% | $256,809-9.0% | $198,609+17.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.25% | 34.81%-22.6pp | 32.73%-20.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $3,994 | $7,721-48.3% | $7,263-45.0% | $5,055-21.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $94,957 | $25,716+269.3% | $25,146+277.6% | $19,030+399.0% |