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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 | $200,109 | $157,304+27.2% | $141,197+41.7% | $152,909+30.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.01% | 64.34%-36.3pp | 71.41%-43.4pp | 345.46%-317.5pp |
| Employer contribution / active EE | $4,139 | $5,263-21.3% | $4,736-12.6% | $4,764-13.1% |
| Participant deferral / active EE | $561 | $7,111-92.1% | $6,710-91.6% | $5,851-90.4% |
| Admin fee / account holder | $4,097 | $12,126-66.2% | $10,265-60.1% | $11,601-64.7% |