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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 | $143,337 | $124,980+14.7% | $108,359+32.3% | $154,746-7.4% |
| Participation rate | 95.2% | 75.2%+20.1pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 11.14% | 45.00%-33.9pp | 36.89%-25.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $14,286 | $2,851+401.1% | $2,399+495.4% | $4,379+226.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,218 | $11,502-2.5% | $9,741+15.2% | $14,365-21.9% |