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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 | $163,038 | $183,592-11.2% | $155,574+4.8% | $145,877+11.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,867 | $5,317-64.9% | $4,676-60.1% | $4,663-60.0% |
| Participant deferral / active EE | $1,272 | $6,466-80.3% | $5,629-77.4% | $6,691-81.0% |
| Admin fee / account holder | $48,636 | $19,316+151.8% | $15,914+205.6% | $13,402+262.9% |