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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 | $62,853 | $78,682-20.1% | $109,188-42.4% | $85,851-26.8% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 21.76% | 25.09%-3.3pp | 25.76%-4.0pp | 318.63%-296.9pp |
| Employer contribution / active EE | $33,032 | $2,734+1108.3% | $3,723+787.2% | $2,565+1187.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,911 | $5,470+26.4% | $6,755+2.3% | $6,261+10.4% |