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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 | $136,483 | $123,155+10.8% | $108,753+25.5% | $155,188-12.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.97% | 44.73%-30.8pp | 37.47%-23.5pp | 148.84%-134.9pp |
| Employer contribution / active EE | $21,468 | $2,811+663.6% | $2,427+784.7% | $4,248+405.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $594 | $12,126-95.1% | $10,320-94.2% | $14,480-95.9% |