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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 | $123,155+46.7% | $108,753+66.1% | $155,188+16.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 24.84% | 44.73%-19.9pp | 37.47%-12.6pp | 148.84%-124.0pp |
| Employer contribution / active EE | $625 | $2,811-77.8% | $2,427-74.2% | $4,248-85.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,542 | $12,126+19.9% | $10,320+40.9% | $14,480+0.4% |