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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 | $200,255 | $275,752-27.4% | $256,809-22.0% | $198,609+0.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 9.44% | 34.81%-25.4pp | 32.73%-23.3pp | 202.70%-193.3pp |
| Employer contribution / active EE | $4,140 | $7,721-46.4% | $7,263-43.0% | $5,055-18.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,194 | $25,716-52.6% | $25,146-51.5% | $19,030-35.9% |