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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 | $196,150 | $209,336-6.3% | $197,124-0.5% | $137,256+42.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.83% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,978 | $6,591-54.8% | $6,227-52.2% | $4,156-28.4% |
| Participant deferral / active EE | $2,688 | $9,614-72.0% | $9,135-70.6% | $6,407-58.0% |
| Admin fee / account holder | $42,232 | $17,308+144.0% | $16,298+159.1% | $12,270+244.2% |