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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 | $208,037 | $162,136+28.3% | $152,301+36.6% | $154,746+34.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.53% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $30,000 | $4,890+513.5% | $4,624+548.7% | $4,379+585.1% |
| Participant deferral / active EE | $1,700 | $8,341-79.6% | $8,004-78.8% | $6,730-74.7% |
| Admin fee / account holder | $8,927 | $15,759-43.4% | $14,398-38.0% | $14,365-37.9% |