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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 | $197,739 | $158,393+24.8% | $143,412+37.9% | $155,188+27.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 7.87% | 324.22%-316.3pp | 256.99%-249.1pp | 148.84%-141.0pp |
| Employer contribution / active EE | $1,836 | $3,911-53.1% | $3,748-51.0% | $4,248-56.8% |
| Participant deferral / active EE | $130 | $7,193-98.2% | $6,816-98.1% | $6,531-98.0% |
| Admin fee / account holder | $934 | $12,964-92.8% | $11,396-91.8% | $14,480-93.6% |