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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 | $150,425 | $183,516-18.0% | $155,534-3.3% | $145,884+3.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.41% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,158 | $5,315-59.4% | $4,675-53.8% | $4,662-53.7% |
| Participant deferral / active EE | $637 | $6,467-90.1% | $5,630-88.7% | $6,690-90.5% |
| Admin fee / account holder | $30,337 | $19,293+57.2% | $15,900+90.8% | $13,392+126.5% |