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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 | $165,132 | $198,457-16.8% | $170,435-3.1% | $147,586+11.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.74% | 257.30%-240.6pp | 205.94%-189.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $17,255 | $6,183+179.1% | $5,432+217.6% | $4,876+253.8% |
| Participant deferral / active EE | $1,904 | $5,629-66.2% | $4,939-61.5% | $5,439-65.0% |
| Admin fee / account holder | $589 | $16,852-96.5% | $13,881-95.8% | $10,886-94.6% |