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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 | $165,195 | $183,516-10.0% | $155,534+6.2% | $145,884+13.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 11.79% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $11,905 | $5,315+124.0% | $4,675+154.7% | $4,662+155.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,219 | $19,293-88.5% | $15,900-86.0% | $13,392-83.4% |