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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 | $111,535+30.8% | $105,223+38.6% | $137,256+6.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.94% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $22,781 | $3,939+478.3% | $3,689+517.6% | $4,156+448.1% |
| Participant deferral / active EE | $254 | $5,500-95.4% | $5,072-95.0% | $6,407-96.0% |
| Admin fee / account holder | $3,239 | $9,721-66.7% | $8,859-63.4% | $12,270-73.6% |