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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 | $135,394 | $160,028-15.4% | $147,080-7.9% | $145,884-7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.27% | 98.60%-74.3pp | 420.17%-395.9pp | 551.85%-527.6pp |
| Employer contribution / active EE | $1,143 | $5,286-78.4% | $4,933-76.8% | $4,662-75.5% |
| Participant deferral / active EE | $966 | $8,422-88.5% | $8,066-88.0% | $6,690-85.6% |
| Admin fee / account holder | $15,667 | $15,030+4.2% | $12,989+20.6% | $13,392+17.0% |