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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 | $183,665 | $185,830-1.2% | $170,004+8.0% | $139,427+31.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.85% | 60.52%-44.7pp | 53.39%-37.5pp | 373.27%-357.4pp |
| Employer contribution / active EE | $1,588 | $7,591-79.1% | $6,786-76.6% | $4,752-66.6% |
| Participant deferral / active EE | $540 | $11,622-95.4% | $10,408-94.8% | $6,711-92.0% |
| Admin fee / account holder | $39,432 | $15,381+156.4% | $12,816+207.7% | $11,404+245.8% |