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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 | $39,042 | $148,629-73.7% | $135,982-71.3% | $139,487-72.0% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 17.98% | 79.33%-61.4pp | 68.32%-50.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,854 | $5,247-45.6% | $4,859-41.3% | $4,755-40.0% |
| Participant deferral / active EE | $1,670 | $8,102-79.4% | $7,760-78.5% | $6,713-75.1% |
| Admin fee / account holder | $316 | $12,406-97.5% | $10,767-97.1% | $11,407-97.2% |