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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 | $221,155 | $183,539+20.5% | $155,556+42.2% | $145,897+51.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.31%-52.5pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,077 | $5,315-79.7% | $4,675-77.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,157 | $6,467-82.1% | $5,631-79.5% | $6,689-82.7% |
| Admin fee / account holder | $565,002 | $19,275+2831.3% | $15,885+3456.8% | $13,390+4119.5% |