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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 | $74,317 | $165,351-55.1% | $149,710-50.4% | $158,931-53.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.49% | 348.19%-335.7pp | 276.63%-264.1pp | 302.86%-290.4pp |
| Employer contribution / active EE | $16,728 | $5,103+227.8% | $4,645+260.2% | $4,761+251.3% |
| Participant deferral / active EE | $523 | $7,181-92.7% | $6,842-92.4% | $5,982-91.3% |
| Admin fee / account holder | $15,670 | $10,807+45.0% | $9,309+68.3% | $11,247+39.3% |