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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 | $171,024 | $102,938+66.1% | $94,105+81.7% | $138,895+23.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 15.73% | 250.28%-234.6pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $833 | $2,732-69.5% | $2,504-66.7% | $4,194-80.1% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,701 | $6,600+16.7% | $6,199+24.2% | $12,562-38.7% |