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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 | $245,031 | $155,555+57.5% | $146,866+66.8% | $155,188+57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.29% | 115.41%-99.1pp | 102.85%-86.6pp | 148.84%-132.5pp |
| Employer contribution / active EE | $5,303 | $4,647+14.1% | $4,425+19.9% | $4,248+24.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,523 | $14,755+52.6% | $13,620+65.4% | $14,480+55.5% |