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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 | $125,508 | $112,729+11.3% | $98,716+27.1% | $137,256-8.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.06% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $7,143 | $2,725+162.1% | $2,279+213.5% | $4,156+71.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,068 | $10,129-79.6% | $8,703-76.2% | $12,270-83.1% |