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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 | $169,511 | $148,623+14.1% | $135,974+24.7% | $139,466+21.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.19% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $12,612 | $5,246+140.4% | $4,859+159.6% | $4,754+165.3% |
| Participant deferral / active EE | $1,670 | $8,103-79.4% | $7,760-78.5% | $6,712-75.1% |
| Admin fee / account holder | $711 | $12,406-94.3% | $10,767-93.4% | $11,409-93.8% |