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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 | $204,341 | $156,398+30.7% | $147,318+38.7% | $138,895+47.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.60% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $7,883 | $4,853+62.4% | $4,593+71.6% | $4,194+88.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $616 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |