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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 | $227,641 | $201,344+13.1% | $184,243+23.6% | $145,877+56.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 29.01%-18.9pp | 28.82%-18.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $10,029 | $7,022+42.8% | $6,427+56.0% | $4,663+115.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $47,335 | $16,382+188.9% | $13,914+240.2% | $13,402+253.2% |