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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 | $156,129 | $126,519+23.4% | $106,201+47.0% | $145,959+7.0% |
| Participation rate | 92.9% | 77.7%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 16.73% | 225.10%-208.4pp | 116.26%-99.5pp | 561.95%-545.2pp |
| Employer contribution / active EE | $7,856 | $3,726+110.9% | $3,170+147.9% | $4,661+68.6% |
| Participant deferral / active EE | $1,568 | $5,716-72.6% | $5,012-68.7% | $6,689-76.6% |
| Admin fee / account holder | $1,079 | $17,312-93.8% | $11,039-90.2% | $13,398-91.9% |