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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 | $147,478 | $144,130+2.3% | $117,860+25.1% | $147,585-0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.09% | 531.20%-513.1pp | 335.10%-317.0pp | 578.58%-560.5pp |
| Employer contribution / active EE | $1,393 | $4,897-71.6% | $3,786-63.2% | $4,876-71.4% |
| Participant deferral / active EE | $602 | $5,316-88.7% | $4,482-86.6% | $5,439-88.9% |
| Admin fee / account holder | $9,132 | $10,887-16.1% | $8,021+13.9% | $10,886-16.1% |