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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 | $196,918 | $146,267+34.6% | $197,124-0.1% | $82,448+138.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.22% | 29.61%-11.4pp | 44.34%-26.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $4,889 | $4,723+3.5% | $6,227-21.5% | $2,551+91.6% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,418 | $14,422-7.0% | $16,298-17.7% | $7,234+85.5% |