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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 | $206,917 | $197,625+4.7% | $177,840+16.3% | $158,966+30.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.68% | 58.76%-49.1pp | 48.32%-38.6pp | 302.95%-293.3pp |
| Employer contribution / active EE | $7,045 | $6,698+5.2% | $5,919+19.0% | $4,762+47.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,296 | $15,405+77.2% | $12,431+119.6% | $11,250+142.6% |