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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 | $8,152 | $97,125-91.6% | $86,233-90.5% | $137,256-94.1% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 26.77% | 74.19%-47.4pp | 61.39%-34.6pp | 220.34%-193.6pp |
| Employer contribution / active EE | $8,514 | $2,841+199.7% | $2,504+240.0% | $4,156+104.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,461 | $9,725-64.4% | $8,342-58.5% | $12,270-71.8% |