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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 | $147,448 | $148,623-0.8% | $135,974+8.4% | $139,466+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.90% | 79.30%-45.4pp | 68.30%-34.4pp | 373.66%-339.8pp |
| Employer contribution / active EE | $29,299 | $5,246+458.5% | $4,859+503.0% | $4,754+516.3% |
| Participant deferral / active EE | $299 | $8,103-96.3% | $7,760-96.1% | $6,712-95.5% |
| Admin fee / account holder | $422 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |