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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 | $57,696 | $67,411-14.4% | $91,004-36.6% | $70,126-17.7% |
| Participation rate | 96.2% | 71.4%+24.8pp | 75.6%+20.6pp | 69.5%+26.6pp |
| Annual return | 40.81% | -40.16%+81.0pp | 4.60%+36.2pp | 73.15%-32.3pp |
| Employer contribution / active EE | $16,770 | $1,786+839.0% | $2,456+582.9% | $2,343+615.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,633 | $4,236-37.8% | $5,417-51.4% | $4,645-43.3% |