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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 | $217,027 | $159,978+35.7% | $147,041+47.6% | $145,978+48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.26% | 98.36%-81.1pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,199 | $5,288-58.4% | $4,935-55.4% | $4,662-52.8% |
| Participant deferral / active EE | $1,500 | $8,429-82.2% | $8,071-81.4% | $6,690-77.6% |
| Admin fee / account holder | $40,095 | $15,053+166.4% | $13,006+208.3% | $13,400+199.2% |