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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 | $139,346 | $183,539-24.1% | $155,556-10.4% | $145,897-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.81% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $35,117 | $5,315+560.7% | $4,675+651.1% | $4,663+653.2% |
| Participant deferral / active EE | $482 | $6,467-92.6% | $5,631-91.4% | $6,689-92.8% |
| Admin fee / account holder | $1,068 | $19,275-94.5% | $15,885-93.3% | $13,390-92.0% |