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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 | $132,230 | $154,193-14.2% | $130,045+1.7% | $139,466-5.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 32.51%-18.6pp | -137.30%+151.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $12,805 | $5,292+142.0% | $4,321+196.3% | $4,754+169.4% |
| Participant deferral / active EE | $970 | $6,709-85.5% | $5,820-83.3% | $6,712-85.5% |
| Admin fee / account holder | $10,748 | $13,989-23.2% | $10,600+1.4% | $11,409-5.8% |