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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 | $140,288 | $115,225+21.8% | $100,712+39.3% | $138,895+1.0% |
| Participation rate | 77.8% | 74.3%+3.4pp | 69.3%+8.5pp | 79.9%-2.1pp |
| Annual return | 10.41% | 40.35%-29.9pp | 33.27%-22.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $17,901 | $2,771+546.0% | $2,313+674.0% | $4,194+326.8% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,306 | $10,844-88.0% | $9,256-85.9% | $12,562-89.6% |