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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 | $186,409 | $167,503+11.3% | $151,627+22.9% | $134,493+38.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.20% | 7.80%-16.0pp | 3.33%-11.5pp | 418.01%-426.2pp |
| Employer contribution / active EE | $12,850 | $6,829+88.2% | $6,166+108.4% | $4,740+171.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,584 | $13,777+93.0% | $11,612+128.9% | $11,425+132.7% |