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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 | $182,339 | $88,672+105.6% | $105,223+73.3% | $82,448+121.2% |
| Participation rate | 80.6% | 67.9%+12.7pp | 75.0%+5.6pp | 68.1%+12.5pp |
| Annual return | 12.98% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,920 | $3,048+28.6% | $3,689+6.3% | $2,551+53.7% |
| Participant deferral / active EE | $1,479 | $4,036-63.4% | $5,072-70.8% | $4,139-64.3% |
| Admin fee / account holder | $14,668 | $7,146+105.3% | $8,859+65.6% | $7,234+102.7% |