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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 | $159,954 | $111,535+43.4% | $105,223+52.0% | $137,256+16.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.36% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,489 | $3,939-11.4% | $3,689-5.4% | $4,156-16.0% |
| Participant deferral / active EE | $835 | $5,500-84.8% | $5,072-83.5% | $6,407-87.0% |
| Admin fee / account holder | $7,433 | $9,721-23.5% | $8,859-16.1% | $12,270-39.4% |