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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 | $182,985 | $136,860+33.7% | $120,344+52.1% | $154,746+18.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.93% | 21.38%-8.4pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,596 | $3,533+1.8% | $3,020+19.1% | $4,379-17.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,259 | $15,393-52.8% | $12,742-43.0% | $14,365-49.5% |