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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 | $215,050 | $172,111+24.9% | $150,298+43.1% | $137,256+56.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.32% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,582 | $4,636-44.3% | $4,154-37.8% | $4,156-37.9% |
| Participant deferral / active EE | $160 | $6,166-97.4% | $5,453-97.1% | $6,407-97.5% |
| Admin fee / account holder | $26,843 | $16,471+63.0% | $14,116+90.2% | $12,270+118.8% |