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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 | $211,423 | $183,592+15.2% | $155,574+35.9% | $145,877+44.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.28% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,334 | $5,317+37.9% | $4,676+56.9% | $4,663+57.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,851 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |