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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 | $237,255 | $156,616+51.5% | $133,346+77.9% | $198,609+19.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.90% | 44.25%-36.4pp | 36.85%-29.0pp | 202.70%-194.8pp |
| Employer contribution / active EE | $815 | $3,368-75.8% | $2,853-71.5% | $5,055-83.9% |
| Participant deferral / active EE | $1,420 | $4,920-71.1% | $4,332-67.2% | $6,977-79.6% |
| Admin fee / account holder | $2,252 | $17,468-87.1% | $14,264-84.2% | $19,030-88.2% |