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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 | $116,586 | $100,811+15.6% | $86,698+34.5% | $134,545-13.3% |
| Participation rate | 95.7% | 79.0%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | 4.77% | 29.11%-24.3pp | 35.96%-31.2pp | 418.37%-413.6pp |
| Employer contribution / active EE | $9,957 | $3,490+185.3% | $2,837+251.0% | $4,742+110.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,818 | $10,926+17.3% | $7,492+71.1% | $11,431+12.1% |