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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 | $113,945 | $110,337+3.3% | $102,383+11.3% | $145,877-21.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.21% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $15,713 | $4,216+272.7% | $3,870+306.0% | $4,663+237.0% |
| Participant deferral / active EE | $919 | $5,621-83.6% | $5,060-81.8% | $6,691-86.3% |
| Admin fee / account holder | $20,900 | $9,750+114.4% | $8,391+149.1% | $13,402+55.9% |