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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 | $180,674 | $165,381+9.2% | $149,730+20.7% | $158,966+13.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.19% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.8pp |
| Employer contribution / active EE | $11,615 | $5,104+127.6% | $4,645+150.0% | $4,762+143.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,113 | $10,809+67.6% | $9,310+94.5% | $11,250+61.0% |