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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 | $136,746 | $160,028-14.5% | $147,080-7.0% | $145,884-6.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.34% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $28,274 | $5,286+434.9% | $4,933+473.1% | $4,662+506.4% |
| Participant deferral / active EE | $609 | $8,422-92.8% | $8,066-92.5% | $6,690-90.9% |
| Admin fee / account holder | $1,101 | $15,030-92.7% | $12,989-91.5% | $13,392-91.8% |