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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 | $140,162 | $183,516-23.6% | $155,534-9.9% | $145,884-3.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.78% | 61.43%-41.6pp | 64.92%-45.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $6,513 | $5,315+22.5% | $4,675+39.3% | $4,662+39.7% |
| Participant deferral / active EE | $1,038 | $6,467-84.0% | $5,630-81.6% | $6,690-84.5% |
| Admin fee / account holder | $6,713 | $19,293-65.2% | $15,900-57.8% | $13,392-49.9% |