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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 | $245,590 | $223,823+9.7% | $211,142+16.3% | $154,746+58.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.75% | 50.39%-35.6pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,701 | $6,787-60.2% | $6,442-58.1% | $4,379-38.3% |
| Participant deferral / active EE | $2,703 | $9,750-72.3% | $9,284-70.9% | $6,730-59.8% |
| Admin fee / account holder | $73,769 | $19,707+274.3% | $19,076+286.7% | $14,365+413.5% |