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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 | $30,343 | $183,539-83.5% | $155,556-80.5% | $145,897-79.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.51% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,219 | $5,315-77.1% | $4,675-73.9% | $4,663-73.9% |
| Participant deferral / active EE | $1,144 | $6,467-82.3% | $5,631-79.7% | $6,689-82.9% |
| Admin fee / account holder | $15,726 | $19,275-18.4% | $15,885-1.0% | $13,390+17.4% |