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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 | $138,826 | $223,823-38.0% | $211,142-34.2% | $154,746-10.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 26.73% | 50.39%-23.7pp | 46.84%-20.1pp | 172.34%-145.6pp |
| Employer contribution / active EE | $11,784 | $6,787+73.6% | $6,442+82.9% | $4,379+169.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,090 | $19,707-94.5% | $19,076-94.3% | $14,365-92.4% |