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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 | $227,248 | $106,749+112.9% | $145,433+56.3% | $82,448+175.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.08% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $5,577 | $3,444+61.9% | $4,554+22.5% | $2,551+118.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,119 | $8,390-3.2% | $13,129-38.2% | $7,234+12.2% |