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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% | $155,574-76.2% | $145,877-74.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.41% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,875 | $5,317-64.7% | $4,676-59.9% | $4,663-59.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,042 | $19,316-94.6% | $15,914-93.5% | $13,402-92.2% |