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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 | $167,873 | $201,264-16.6% | $184,185-8.9% | $145,978+15.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.25% | 29.00%-13.8pp | 28.81%-13.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $8,220 | $7,021+17.1% | $6,426+27.9% | $4,662+76.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $164,761 | $16,376+906.1% | $13,909+1084.6% | $13,400+1129.5% |