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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 | $67,850 | $166,242-59.2% | $165,071-58.9% | $145,884-53.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.53% | 100.44%-86.9pp | 70.17%-56.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,449 | $5,283-72.6% | $4,347-66.7% | $4,662-68.9% |
| Participant deferral / active EE | $447 | $6,964-93.6% | $6,035-92.6% | $6,690-93.3% |
| Admin fee / account holder | $591 | $16,658-96.5% | $12,695-95.3% | $13,392-95.6% |