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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 | $189,501 | $156,616+21.0% | $133,346+42.1% | $198,609-4.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 8.19% | 44.25%-36.1pp | 36.85%-28.7pp | 202.70%-194.5pp |
| Employer contribution / active EE | $11,927 | $3,368+254.1% | $2,853+318.0% | $5,055+135.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,809 | $17,468-83.9% | $14,264-80.3% | $19,030-85.2% |