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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 | $196,161 | $181,896+7.8% | $156,551+25.3% | $273,972-28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3500.15% | 30.74%+3469.4pp | 32.23%+3467.9pp | 41.46%+3458.7pp |
| Employer contribution / active EE | $10,483 | $6,248+67.8% | $5,501+90.6% | $4,869+115.3% |
| Participant deferral / active EE | $346 | $5,550-93.8% | $4,871-92.9% | $5,287-93.5% |
| Admin fee / account holder | $1,085 | $15,560-93.0% | $13,028-91.7% | $10,133-89.3% |