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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 | $172,345 | $183,539-6.1% | $155,556+10.8% | $145,897+18.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.62% | 61.31%-35.7pp | 64.84%-39.2pp | 552.29%-526.7pp |
| Employer contribution / active EE | $1,432 | $5,315-73.1% | $4,675-69.4% | $4,663-69.3% |
| Participant deferral / active EE | $1,423 | $6,467-78.0% | $5,631-74.7% | $6,689-78.7% |
| Admin fee / account holder | $6,592 | $19,275-65.8% | $15,885-58.5% | $13,390-50.8% |