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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 | $238,269 | $157,304+51.5% | $141,197+68.7% | $152,909+55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.27% | 64.34%-42.1pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $965 | $5,263-81.7% | $4,736-79.6% | $4,764-79.7% |
| Participant deferral / active EE | $965 | $7,111-86.4% | $6,710-85.6% | $5,851-83.5% |
| Admin fee / account holder | $7,027 | $12,126-42.0% | $10,265-31.5% | $11,601-39.4% |