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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 | $179,345 | $125,237+43.2% | $105,608+69.8% | $145,877+22.9% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 10.38% | 225.76%-215.4pp | 116.50%-106.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,228 | $3,720-67.0% | $3,167-61.2% | $4,663-73.7% |
| Participant deferral / active EE | $1,217 | $5,711-78.7% | $5,010-75.7% | $6,691-81.8% |
| Admin fee / account holder | $2,605 | $17,287-84.9% | $11,028-76.4% | $13,402-80.6% |