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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 | $166,891 | $132,634+25.8% | $115,768+44.2% | $137,256+21.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.16% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,013 | $3,360-69.8% | $2,940-65.5% | $4,156-75.6% |
| Participant deferral / active EE | $388 | $5,619-93.1% | $4,917-92.1% | $6,407-93.9% |
| Admin fee / account holder | $7,782 | $15,028-48.2% | $12,439-37.4% | $12,270-36.6% |