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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 | $107,761 | $106,008+1.7% | $92,240+16.8% | $147,586-27.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 10.56% | 50.05%-39.5pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $11,282 | $4,333+160.4% | $3,680+206.6% | $4,876+131.4% |
| Participant deferral / active EE | $347 | $4,478-92.3% | $3,897-91.1% | $5,439-93.6% |
| Admin fee / account holder | $15,528 | $6,333+145.2% | $5,194+199.0% | $10,886+42.6% |