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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 | $191,276 | $129,737+47.4% | $119,126+60.6% | $154,746+23.6% |
| Participation rate | 95.7% | 78.9%+16.8pp | 75.8%+19.9pp | 80.7%+15.0pp |
| Annual return | 19.63% | 379.08%-359.4pp | 282.11%-262.5pp | 172.34%-152.7pp |
| Employer contribution / active EE | $25,759 | $4,375+488.8% | $4,034+538.6% | $4,379+488.2% |
| Participant deferral / active EE | $1,571 | $5,842-73.1% | $5,318-70.5% | $6,730-76.7% |
| Admin fee / account holder | $748 | $11,961-93.7% | $10,693-93.0% | $14,365-94.8% |