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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 | $232,182 | $165,399+40.4% | $149,745+55.1% | $158,982+46.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.20% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $4,517 | $5,105-11.5% | $4,646-2.8% | $4,763-5.2% |
| Participant deferral / active EE | $138 | $7,183-98.1% | $6,843-98.0% | $5,983-97.7% |
| Admin fee / account holder | $4,132 | $10,811-61.8% | $9,312-55.6% | $11,252-63.3% |