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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 | $158,801 | $159,978-0.7% | $147,041+8.0% | $145,978+8.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,521 | $5,288-71.2% | $4,935-69.2% | $4,662-67.4% |
| Participant deferral / active EE | $1,821 | $8,429-78.4% | $8,071-77.4% | $6,690-72.8% |
| Admin fee / account holder | $196,543 | $15,053+1205.7% | $13,006+1411.1% | $13,400+1366.7% |