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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 | $133,927 | $132,099+1.4% | $115,599+15.9% | $138,895-3.6% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.3%+19.5pp | 79.9%+13.8pp |
| Annual return | 14.69% | 176.76%-162.1pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $13,633 | $3,416+299.1% | $2,955+361.3% | $4,194+225.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,184 | $15,650-73.3% | $12,841-67.4% | $12,562-66.7% |