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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 | $140,147 | $115,810+21.0% | $101,271+38.4% | $158,966-11.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.35% | 56.15%-44.8pp | 46.48%-35.1pp | 302.95%-291.6pp |
| Employer contribution / active EE | $2,348 | $4,175-43.8% | $3,660-35.9% | $4,762-50.7% |
| Participant deferral / active EE | $922 | $4,958-81.4% | $4,371-78.9% | $5,983-84.6% |
| Admin fee / account holder | $1,238 | $7,248-82.9% | $5,948-79.2% | $11,250-89.0% |