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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 | $71,152 | $63,861+11.4% | $104,625-32.0% | $79,852-10.9% |
| Participation rate | 76.9% | 64.9%+12.0pp | 74.1%+2.8pp | 69.6%+7.3pp |
| Annual return | 12.06% | 21.30%-9.2pp | 340.60%-328.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $3,880 | $1,588+144.3% | $2,681+44.7% | $2,471+57.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,181 | $4,185-71.8% | $6,465-81.7% | $5,306-77.7% |