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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 | $184,487 | $88,672+108.1% | $105,223+75.3% | $82,448+123.8% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 17.15% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $854 | $3,048-72.0% | $3,689-76.9% | $2,551-66.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $23,385 | $7,146+227.2% | $8,859+164.0% | $7,234+223.2% |