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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 | $65,475 | $53,837+21.6% | $75,714-13.5% | $85,847-23.7% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.7pp |
| Annual return | 13.82% | 24.54%-10.7pp | 104.62%-90.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $3,366 | $2,017+66.8% | $2,744+22.7% | $2,565+31.2% |
| Participant deferral / active EE | $200 | $2,895-93.1% | $3,820-94.8% | $3,952-94.9% |
| Admin fee / account holder | $4,410 | $3,339+32.1% | $3,619+21.9% | $6,261-29.6% |