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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 | $121,301 | $99,994+21.3% | $146,643-17.3% | $85,847+41.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.42% | 18.93%-6.5pp | 22.75%-10.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $3,560 | $2,559+39.1% | $4,137-13.9% | $2,565+38.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,455 | $7,703-3.2% | $10,280-27.5% | $6,261+19.1% |