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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 | $156,439 | $183,592-14.8% | $155,567+0.6% | $145,959+7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $30,057 | $5,315+465.5% | $4,674+543.1% | $4,661+544.9% |
| Participant deferral / active EE | $410 | $6,464-93.7% | $5,628-92.7% | $6,689-93.9% |
| Admin fee / account holder | $1,337 | $19,318-93.1% | $15,916-91.6% | $13,398-90.0% |