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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 | $239,671 | $88,707+170.2% | $74,184+223.1% | $273,972-12.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.01% | 11.94%-2.9pp | 17.74%-8.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $22,997 | $3,159+627.9% | $2,370+870.3% | $4,869+372.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,812 | $8,717+12.6% | $5,586+75.7% | $10,133-3.2% |