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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 | $176,359 | $227,291-22.4% | $214,702-17.9% | $155,188+13.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.83% | 60.08%-47.2pp | 54.55%-41.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $5,216 | $6,772-23.0% | $6,461-19.3% | $4,248+22.8% |
| Participant deferral / active EE | $612 | $9,582-93.6% | $9,147-93.3% | $6,531-90.6% |
| Admin fee / account holder | $13,729 | $20,413-32.7% | $19,830-30.8% | $14,480-5.2% |