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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 | $126,800 | $114,119+11.1% | $107,187+18.3% | $138,895-8.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.43% | 273.21%-257.8pp | 204.55%-189.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $8,317 | $4,059+104.9% | $3,782+119.9% | $4,194+98.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,305 | $10,024-77.0% | $9,162-74.8% | $12,562-81.6% |