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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 | $118,141 | $135,645-12.9% | $110,243+7.2% | $135,380-12.7% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | 5.21% | 513.24%-508.0pp | 314.76%-309.5pp | 519.81%-514.6pp |
| Employer contribution / active EE | $4,170 | $4,907-15.0% | $3,827+9.0% | $4,779-12.7% |
| Participant deferral / active EE | $802 | $5,507-85.4% | $4,672-82.8% | $5,609-85.7% |
| Admin fee / account holder | $390 | $11,458-96.6% | $8,548-95.4% | $10,828-96.4% |