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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 | $193,515 | $157,296+23.0% | $141,191+37.1% | $152,897+26.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.92% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $9,264 | $5,262+76.1% | $4,736+95.6% | $4,764+94.5% |
| Participant deferral / active EE | $983 | $7,111-86.2% | $6,710-85.4% | $5,851-83.2% |
| Admin fee / account holder | $4,170 | $12,125-65.6% | $10,264-59.4% | $11,599-64.0% |