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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 | $151,451 | $112,933+34.1% | $90,970+66.5% | $158,982-4.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.03% | 215.82%-195.8pp | 134.60%-114.6pp | 302.99%-283.0pp |
| Employer contribution / active EE | $6,615 | $2,893+128.6% | $2,122+211.8% | $4,763+38.9% |
| Participant deferral / active EE | $484 | $4,128-88.3% | $3,373-85.7% | $5,983-91.9% |
| Admin fee / account holder | $1,204 | $8,047-85.0% | $5,961-79.8% | $11,252-89.3% |