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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 | $147,691 | $154,209-4.2% | $130,062+13.6% | $139,487+5.9% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.95% | 32.52%-16.6pp | -137.37%+153.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,368 | $5,292-74.2% | $4,322-68.4% | $4,755-71.2% |
| Participant deferral / active EE | $257 | $6,709-96.2% | $5,821-95.6% | $6,713-96.2% |
| Admin fee / account holder | $507 | $13,988-96.4% | $10,601-95.2% | $11,407-95.6% |