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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 | $196,716 | $148,629+32.4% | $135,982+44.7% | $139,487+41.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.72% | 79.33%-63.6pp | 68.32%-52.6pp | 373.84%-358.1pp |
| Employer contribution / active EE | $8,592 | $5,247+63.8% | $4,859+76.8% | $4,755+80.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,732 | $12,406-86.0% | $10,767-83.9% | $11,407-84.8% |