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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 | $218,856 | $166,242+31.6% | $165,071+32.6% | $145,884+50.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 9.62% | 100.44%-90.8pp | 70.17%-60.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $16,887 | $5,283+219.7% | $4,347+288.4% | $4,662+262.2% |
| Participant deferral / active EE | $860 | $6,964-87.6% | $6,035-85.7% | $6,690-87.1% |
| Admin fee / account holder | $6,169 | $16,658-63.0% | $12,695-51.4% | $13,392-53.9% |