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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 | $140,458 | $185,856-24.4% | $170,028-17.4% | $139,456+0.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.31% | 60.52%-47.2pp | 53.39%-40.1pp | 373.45%-360.1pp |
| Employer contribution / active EE | $19,438 | $7,593+156.0% | $6,788+186.4% | $4,753+309.0% |
| Participant deferral / active EE | $1,416 | $11,623-87.8% | $10,409-86.4% | $6,711-78.9% |
| Admin fee / account holder | $33,071 | $15,387+114.9% | $12,820+158.0% | $11,407+189.9% |