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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 | $211,705 | $171,492+23.4% | $150,734+40.4% | $198,609+6.6% |
| Participation rate | 86.4% | 81.4%+4.9pp | 78.4%+7.9pp | 82.4%+4.0pp |
| Annual return | 8.94% | 804.70%-795.8pp | 600.81%-591.9pp | 202.70%-193.8pp |
| Employer contribution / active EE | $8,721 | $5,470+59.4% | $4,918+77.3% | $5,055+72.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,541 | $17,628-91.3% | $14,905-89.7% | $19,030-91.9% |