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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 | $180,976 | $185,883-2.6% | $170,043+6.4% | $139,466+29.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.59% | 60.54%-41.0pp | 53.40%-33.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,892 | $7,596-75.1% | $6,790-72.1% | $4,754-60.2% |
| Participant deferral / active EE | $2,854 | $11,626-75.4% | $10,410-72.6% | $6,712-57.5% |
| Admin fee / account holder | $4,418 | $15,393-71.3% | $12,824-65.6% | $11,409-61.3% |