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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 | $160,135 | $102,638+56.0% | $81,982+95.3% | $158,982+0.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 7.89% | 61.05%-53.2pp | 41.31%-33.4pp | 302.99%-295.1pp |
| Employer contribution / active EE | $731 | $3,241-77.4% | $2,498-70.7% | $4,763-84.7% |
| Participant deferral / active EE | $341 | $4,649-92.7% | $3,722-90.8% | $5,983-94.3% |
| Admin fee / account holder | $1,742 | $8,237-78.9% | $5,665-69.3% | $11,252-84.5% |