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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 | $78,111 | $60,349+29.4% | $74,184+5.3% | $62,881+24.2% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 76.92% | 21.38%+55.5pp | 17.74%+59.2pp | 20.14%+56.8pp |
| Employer contribution / active EE | $6,500 | $1,680+286.8% | $2,370+174.2% | $2,281+185.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,807 | $4,261-34.1% | $5,586-49.7% | $4,296-34.7% |