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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 | $126,342 | $107,368+17.7% | $92,915+36.0% | $152,909-17.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 22.53% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $24,143 | $4,222+471.8% | $3,653+560.8% | $4,764+406.8% |
| Participant deferral / active EE | $184 | $4,848-96.2% | $4,238-95.7% | $5,851-96.9% |
| Admin fee / account holder | $837 | $7,082-88.2% | $5,796-85.6% | $11,601-92.8% |