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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 | $108,911+28.3% | $100,392+39.2% | $145,884-4.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 58.23%-48.0pp | 49.45%-39.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,136 | $4,420-74.3% | $3,941-71.2% | $4,662-75.6% |
| Participant deferral / active EE | $1,136 | $8,459-86.6% | $8,090-86.0% | $6,690-83.0% |
| Admin fee / account holder | $1,093 | $9,698-88.7% | $7,904-86.2% | $13,392-91.8% |