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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 | $193,268 | $167,533+15.4% | $151,645+27.4% | $134,545+43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.39% | 7.81%-9.2pp | 3.34%-4.7pp | 418.37%-419.8pp |
| Employer contribution / active EE | $6,055 | $6,828-11.3% | $6,165-1.8% | $4,742+27.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,053 | $13,781-48.8% | $11,614-39.3% | $11,431-38.3% |