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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 | $174,379+23.3% | $152,093+41.4% | $138,895+54.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.32% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,582 | $4,652-44.5% | $4,175-38.1% | $4,194-38.4% |
| Participant deferral / active EE | $160 | $6,159-97.4% | $5,451-97.1% | $6,396-97.5% |
| Admin fee / account holder | $26,843 | $16,880+59.0% | $14,497+85.2% | $12,562+113.7% |