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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 | $83,050 | $167,352-50.4% | $143,788-42.2% | $134,509-38.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 92.30% | 0.47%+91.8pp | -0.03%+92.3pp | 418.13%-325.8pp |
| Employer contribution / active EE | $2,622 | $5,620-53.3% | $4,952-47.0% | $4,741-44.7% |
| Participant deferral / active EE | $258 | $6,447-96.0% | $5,638-95.4% | $6,400-96.0% |
| Admin fee / account holder | $1,558 | $18,091-91.4% | $14,675-89.4% | $11,427-86.4% |