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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 | $235,919 | $160,028+47.4% | $147,080+60.4% | $145,884+61.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.04% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $5,833 | $5,286+10.4% | $4,933+18.2% | $4,662+25.1% |
| Participant deferral / active EE | $1,659 | $8,422-80.3% | $8,066-79.4% | $6,690-75.2% |
| Admin fee / account holder | $4,284 | $15,030-71.5% | $12,989-67.0% | $13,392-68.0% |