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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 | $244,065 | $228,395+6.9% | $185,861+31.3% | $158,982+53.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.92% | 40.82%-31.9pp | 35.96%-27.0pp | 302.99%-294.1pp |
| Employer contribution / active EE | $3,110 | $4,968-37.4% | $4,088-23.9% | $4,763-34.7% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,699 | $11,869-85.7% | $9,503-82.1% | $11,252-84.9% |