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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 | $137,678 | $110,093+25.1% | $97,295+41.5% | $145,897-5.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 16.99% | 244.76%-227.8pp | 75.62%-58.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $8,118 | $3,077+163.8% | $2,723+198.1% | $4,663+74.1% |
| Participant deferral / active EE | $168 | $4,678-96.4% | $4,264-96.1% | $6,689-97.5% |
| Admin fee / account holder | $55,927 | $6,212+800.2% | $5,646+890.5% | $13,390+317.7% |