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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 | $199,954 | $138,312+44.6% | $122,979+62.6% | $155,188+28.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.24% | 22.06%-13.8pp | 20.12%-11.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $1,000 | $3,530-71.7% | $3,062-67.3% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,123 | $15,089+46.6% | $12,864+72.0% | $14,480+52.8% |