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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% | $155,574+0.6% | $145,877+7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 61.37%-46.6pp | 64.87%-50.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $30,057 | $5,317+465.3% | $4,676+542.8% | $4,663+544.6% |
| Participant deferral / active EE | $410 | $6,466-93.7% | $5,629-92.7% | $6,691-93.9% |
| Admin fee / account holder | $1,337 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |