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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 | $180,627 | $112,729+60.2% | $98,716+83.0% | $137,256+31.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.84% | 38.48%-13.6pp | 31.81%-7.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $625 | $2,725-77.1% | $2,279-72.6% | $4,156-85.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,542 | $10,129+43.6% | $8,703+67.1% | $12,270+18.5% |