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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 | $224,166 | $171,492+30.7% | $150,734+48.7% | $198,609+12.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.10% | 804.70%-790.6pp | 600.81%-586.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $3,740 | $5,470-31.6% | $4,918-24.0% | $5,055-26.0% |
| Participant deferral / active EE | $1,816 | $6,259-71.0% | $5,610-67.6% | $6,977-74.0% |
| Admin fee / account holder | $1,855 | $17,628-89.5% | $14,905-87.6% | $19,030-90.3% |