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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 | $139,776 | $108,942+28.3% | $100,415+39.2% | $145,897-4.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 58.27%-48.0pp | 49.47%-39.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,136 | $4,422-74.3% | $3,943-71.2% | $4,663-75.6% |
| Participant deferral / active EE | $1,136 | $8,461-86.6% | $8,091-86.0% | $6,689-83.0% |
| Admin fee / account holder | $1,093 | $9,702-88.7% | $7,906-86.2% | $13,390-91.8% |