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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 | $168,237 | $160,040+5.1% | $147,096+14.4% | $145,877+15.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.18% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $12,853 | $5,289+143.0% | $4,936+160.4% | $4,663+175.6% |
| Participant deferral / active EE | $467 | $8,429-94.5% | $8,071-94.2% | $6,691-93.0% |
| Admin fee / account holder | $85,640 | $15,050+469.0% | $13,005+558.5% | $13,402+539.0% |