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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 | $180,119 | $217,432-17.2% | $185,851-3.1% | $167,553+7.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.54% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $1,846 | $5,874-68.6% | $5,168-64.3% | $4,840-61.9% |
| Participant deferral / active EE | $2,095 | $6,357-67.0% | $5,569-62.4% | $6,343-67.0% |
| Admin fee / account holder | $4,698 | $19,820-76.3% | $16,245-71.1% | $12,316-61.9% |