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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 | $141,363 | $81,208+74.1% | $98,920+42.9% | $79,856+77.0% |
| Participation rate | 94.2% | 72.5%+21.7pp | 76.0%+18.2pp | 69.6%+24.6pp |
| Annual return | 15.48% | 60.99%-45.5pp | 196.47%-181.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,331 | $1,960+325.1% | $2,689+209.8% | $2,471+237.1% |
| Participant deferral / active EE | $273 | $3,265-91.6% | $4,245-93.6% | $3,741-92.7% |
| Admin fee / account holder | $597 | $6,013-90.1% | $6,643-91.0% | $5,306-88.7% |