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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 | $229,317 | $183,516+25.0% | $155,534+47.4% | $145,884+57.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.32% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $8,826 | $5,315+66.1% | $4,675+88.8% | $4,662+89.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,791 | $19,293-85.5% | $15,900-82.4% | $13,392-79.2% |