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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 | $124,980+44.5% | $108,359+66.7% | $154,746+16.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.84% | 45.00%-20.2pp | 36.89%-12.1pp | 172.34%-147.5pp |
| Employer contribution / active EE | $625 | $2,851-78.1% | $2,399-74.0% | $4,379-85.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,542 | $11,502+26.4% | $9,741+49.3% | $14,365+1.2% |