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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 | $240,404 | $148,582+61.8% | $135,942+76.8% | $139,456+72.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.50% | 79.26%-63.8pp | 68.28%-52.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $4,167 | $5,245-20.6% | $4,858-14.2% | $4,753-12.3% |
| Participant deferral / active EE | $2,126 | $8,101-73.8% | $7,759-72.6% | $6,711-68.3% |
| Admin fee / account holder | $14,621 | $12,402+17.9% | $10,764+35.8% | $11,407+28.2% |