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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 | $162,349 | $157,296+3.2% | $141,191+15.0% | $152,897+6.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.03% | 64.34%-48.3pp | 71.41%-55.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $3,749 | $5,262-28.8% | $4,736-20.8% | $4,764-21.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,502 | $12,125-5.1% | $10,264+12.1% | $11,599-0.8% |