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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 | $124,099 | $86,298+43.8% | $111,308+11.5% | $85,847+44.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.38% | 19.99%-6.6pp | 54.67%-41.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $5,815 | $2,044+184.5% | $2,732+112.9% | $2,565+126.7% |
| Participant deferral / active EE | $268 | $3,641-92.6% | $4,487-94.0% | $3,952-93.2% |
| Admin fee / account holder | $5,138 | $8,189-37.3% | $7,965-35.5% | $6,261-17.9% |