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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 | $198,262 | $196,972+0.7% | $182,262+8.8% | $198,609-0.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.20% | 158.27%-150.1pp | 140.60%-132.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $1,620 | $5,364-69.8% | $5,046-67.9% | $5,055-68.0% |
| Participant deferral / active EE | $1,800 | $8,643-79.2% | $8,276-78.3% | $6,977-74.2% |
| Admin fee / account holder | $2,263 | $18,429-87.7% | $16,712-86.5% | $19,030-88.1% |