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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 | $76,928 | $275,752-72.1% | $256,809-70.0% | $198,609-61.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.87% | 34.81%-22.9pp | 32.73%-20.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $11,241 | $7,721+45.6% | $7,263+54.8% | $5,055+122.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24,942 | $25,716-3.0% | $25,146-0.8% | $19,030+31.1% |