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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 | $211,069 | $148,623+42.0% | $135,974+55.2% | $139,466+51.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.67% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,723 | $5,246-48.1% | $4,859-44.0% | $4,754-42.7% |
| Participant deferral / active EE | $2,338 | $8,103-71.2% | $7,760-69.9% | $6,712-65.2% |
| Admin fee / account holder | $13,720 | $12,406+10.6% | $10,767+27.4% | $11,409+20.3% |