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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 | $147,180 | $156,398-5.9% | $147,318-0.1% | $138,895+6.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.44% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $5,349 | $4,853+10.2% | $4,593+16.5% | $4,194+27.5% |
| Participant deferral / active EE | $1,948 | $8,237-76.4% | $7,906-75.4% | $6,396-69.5% |
| Admin fee / account holder | $34,146 | $14,976+128.0% | $13,708+149.1% | $12,562+171.8% |