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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 | $155,994 | $108,911+43.2% | $100,392+55.4% | $145,884+6.9% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 10.19% | 58.23%-48.0pp | 49.45%-39.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $618 | $4,420-86.0% | $3,941-84.3% | $4,662-86.8% |
| Participant deferral / active EE | $980 | $8,459-88.4% | $8,090-87.9% | $6,690-85.4% |
| Admin fee / account holder | $2,000 | $9,698-79.4% | $7,904-74.7% | $13,392-85.1% |