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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 | $37,034 | $183,592-79.8% | $155,567-76.2% | $145,959-74.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.41% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,875 | $5,315-64.7% | $4,674-59.9% | $4,661-59.8% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,042 | $19,318-94.6% | $15,916-93.5% | $13,398-92.2% |