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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 | $243,808 | $184,014+32.5% | $161,149+51.3% | $138,895+75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.14% | 21.52%-2.4pp | 21.16%-2.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $11,594 | $5,055+129.3% | $4,360+165.9% | $4,194+176.4% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $32,393 | $18,027+79.7% | $15,194+113.2% | $12,562+157.9% |