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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 | $74,038 | $123,859-40.2% | $69,632+6.3% | $145,897-49.3% |
| Participation rate | 92.3% | 69.2%+23.1pp | 66.4%+25.9pp | 80.3%+12.0pp |
| Annual return | 12.88% | 192.49%-179.6pp | 101.32%-88.4pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,216 | $2,673-17.1% | $1,708+29.7% | $4,663-52.5% |
| Participant deferral / active EE | $473 | $4,242-88.8% | $2,889-83.6% | $6,689-92.9% |
| Admin fee / account holder | $484 | $7,817-93.8% | $4,695-89.7% | $13,390-96.4% |