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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 | $192,189 | $148,582+29.3% | $135,942+41.4% | $139,456+37.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.52% | 79.26%-64.7pp | 68.28%-53.8pp | 373.45%-358.9pp |
| Employer contribution / active EE | $9,549 | $5,245+82.1% | $4,858+96.6% | $4,753+100.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,547 | $12,402-63.3% | $10,764-57.8% | $11,407-60.1% |