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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 | $201,372-37.2% | $184,260-31.3% | $145,884-13.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.87% | 29.04%+9.8pp | 28.84%+10.0pp | 551.85%-513.0pp |
| Employer contribution / active EE | $8,275 | $7,024+17.8% | $6,427+28.7% | $4,662+77.5% |
| Participant deferral / active EE | $625 | $9,808-93.6% | $9,133-93.2% | $6,690-90.7% |
| Admin fee / account holder | $11,036 | $16,362-32.5% | $13,898-20.6% | $13,392-17.6% |