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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 | $70,668 | $217,432-67.5% | $185,849-62.0% | $167,536-57.8% |
| Participation rate | 82.4% | 86.1%-3.7pp | 81.7%+0.6pp | 82.1%+0.2pp |
| Annual return | 22.89% | 148.42%-125.5pp | 122.10%-99.2pp | 478.82%-455.9pp |
| Employer contribution / active EE | $1,312 | $5,875-77.7% | $5,169-74.6% | $4,839-72.9% |
| Participant deferral / active EE | $1,987 | $6,357-68.7% | $5,569-64.3% | $6,342-68.7% |
| Admin fee / account holder | $31,706 | $19,818+60.0% | $16,244+95.2% | $12,315+157.5% |