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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 | $182,115 | $157,276+15.8% | $141,177+29.0% | $152,885+19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.03% | 64.33%-42.3pp | 71.40%-49.4pp | 345.39%-323.4pp |
| Employer contribution / active EE | $1,913 | $5,262-63.6% | $4,736-59.6% | $4,763-59.8% |
| Participant deferral / active EE | $1,325 | $7,110-81.4% | $6,710-80.3% | $5,851-77.4% |
| Admin fee / account holder | $3,386 | $12,123-72.1% | $10,263-67.0% | $11,598-70.8% |