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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 | $67,532 | $78,705-14.2% | $117,857-42.7% | $70,131-3.7% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 14.77% | 23.30%-8.5pp | 335.09%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $6,098 | $2,223+174.3% | $3,786+61.0% | $2,342+160.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,802 | $5,065-44.7% | $8,020-65.1% | $4,645-39.7% |