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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 | $180,269 | $210,343-14.3% | $153,432+17.5% | $145,959+23.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.85% | 13.38%-2.5pp | 15.66%-4.8pp | 561.95%-551.1pp |
| Employer contribution / active EE | $9,149 | $6,047+51.3% | $5,038+81.6% | $4,661+96.3% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,074 | $19,424+18.8% | $12,725+81.3% | $13,398+72.2% |