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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 | $183,592+20.5% | $155,574+42.2% | $145,877+51.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,077 | $5,317-79.7% | $4,676-77.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,157 | $6,466-82.1% | $5,629-79.5% | $6,691-82.7% |
| Admin fee / account holder | $565,002 | $19,316+2825.1% | $15,914+3450.3% | $13,402+4115.8% |