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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 | $142,961 | $108,911+31.3% | $100,392+42.4% | $145,884-2.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 58.23%-42.9pp | 49.45%-34.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $858 | $4,420-80.6% | $3,941-78.2% | $4,662-81.6% |
| Participant deferral / active EE | $960 | $8,459-88.7% | $8,090-88.1% | $6,690-85.6% |
| Admin fee / account holder | $8,008 | $9,698-17.4% | $7,904+1.3% | $13,392-40.2% |