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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 | $167,533+11.3% | $151,645+22.9% | $134,545+38.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.20% | 7.81%-16.0pp | 3.34%-11.5pp | 418.37%-426.6pp |
| Employer contribution / active EE | $12,850 | $6,828+88.2% | $6,165+108.4% | $4,742+171.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,584 | $13,781+92.9% | $11,614+128.9% | $11,431+132.6% |