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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 | $149,123 | $185,883-19.8% | $170,043-12.3% | $139,466+6.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.78% | 60.54%-44.8pp | 53.40%-37.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,470 | $7,596-67.5% | $6,790-63.6% | $4,754-48.0% |
| Participant deferral / active EE | $1,600 | $11,626-86.2% | $10,410-84.6% | $6,712-76.2% |
| Admin fee / account holder | $6,611 | $15,393-57.1% | $12,824-48.4% | $11,409-42.1% |