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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 | $182,195 | $156,616+16.3% | $133,346+36.6% | $198,609-8.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 5.71% | 44.25%-38.5pp | 36.85%-31.1pp | 202.70%-197.0pp |
| Employer contribution / active EE | $4,898 | $3,368+45.4% | $2,853+71.6% | $5,055-3.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $415 | $17,468-97.6% | $14,264-97.1% | $19,030-97.8% |