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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 | $183,169 | $157,296+16.4% | $141,191+29.7% | $152,897+19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.23% | 64.34%-38.1pp | 71.41%-45.2pp | 345.43%-319.2pp |
| Employer contribution / active EE | $3,570 | $5,262-32.2% | $4,736-24.6% | $4,764-25.0% |
| Participant deferral / active EE | $333 | $7,111-95.3% | $6,710-95.0% | $5,851-94.3% |
| Admin fee / account holder | $3,346 | $12,125-72.4% | $10,264-67.4% | $11,599-71.2% |