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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 | $145,832 | $114,119+27.8% | $107,187+36.1% | $138,895+5.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.94% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $22,781 | $4,059+461.3% | $3,782+502.3% | $4,194+443.1% |
| Participant deferral / active EE | $254 | $5,538-95.4% | $5,096-95.0% | $6,396-96.0% |
| Admin fee / account holder | $3,239 | $10,024-67.7% | $9,162-64.6% | $12,562-74.2% |