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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 | $194,368 | $148,623+30.8% | $135,974+42.9% | $139,466+39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.24% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $7,343 | $5,246+40.0% | $4,859+51.1% | $4,754+54.5% |
| Participant deferral / active EE | $1,780 | $8,103-78.0% | $7,760-77.1% | $6,712-73.5% |
| Admin fee / account holder | $39,201 | $12,406+216.0% | $10,767+264.1% | $11,409+243.6% |