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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 | $194,218 | $148,629+30.7% | $135,982+42.8% | $139,487+39.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.38% | 79.33%-55.0pp | 68.32%-43.9pp | 373.84%-349.5pp |
| Employer contribution / active EE | $3,054 | $5,247-41.8% | $4,859-37.2% | $4,755-35.8% |
| Participant deferral / active EE | $1,359 | $8,102-83.2% | $7,760-82.5% | $6,713-79.7% |
| Admin fee / account holder | $1,437 | $12,406-88.4% | $10,767-86.7% | $11,407-87.4% |