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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 | $143,176 | $212,386-32.6% | $199,883-28.4% | $138,895+3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.76% | 47.75%-29.0pp | 43.81%-25.1pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,639 | $6,625-45.1% | $6,261-41.9% | $4,194-13.2% |
| Participant deferral / active EE | $1,649 | $9,617-82.9% | $9,138-82.0% | $6,396-74.2% |
| Admin fee / account holder | $3,761 | $18,233-79.4% | $17,268-78.2% | $12,562-70.1% |