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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 | $235,356 | $228,352+3.1% | $185,835+26.6% | $158,966+48.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.64% | 40.81%-15.2pp | 35.96%-10.3pp | 302.95%-277.3pp |
| Employer contribution / active EE | $10,438 | $4,967+110.2% | $4,087+155.4% | $4,762+119.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,500 | $11,867-62.1% | $9,502-52.6% | $11,250-60.0% |