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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 | $126,515 | $201,259-37.1% | $184,200-31.3% | $145,959-13.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.87% | 28.98%+9.9pp | 28.80%+10.1pp | 561.95%-523.1pp |
| Employer contribution / active EE | $8,275 | $7,018+17.9% | $6,424+28.8% | $4,661+77.6% |
| Participant deferral / active EE | $625 | $9,806-93.6% | $9,132-93.2% | $6,689-90.7% |
| Admin fee / account holder | $11,036 | $16,372-32.6% | $13,907-20.6% | $13,398-17.6% |