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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 | $137,746 | $108,942+26.4% | $100,415+37.2% | $145,897-5.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 58.27%-45.7pp | 49.47%-36.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,092 | $4,422-75.3% | $3,943-72.3% | $4,663-76.6% |
| Participant deferral / active EE | $1,446 | $8,461-82.9% | $8,091-82.1% | $6,689-78.4% |
| Admin fee / account holder | $839 | $9,702-91.3% | $7,906-89.4% | $13,390-93.7% |