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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 | $71,251 | $166,242-57.1% | $165,071-56.8% | $145,884-51.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 9.22% | 100.44%-91.2pp | 70.17%-61.0pp | 551.85%-542.6pp |
| Employer contribution / active EE | $5,653 | $5,283+7.0% | $4,347+30.0% | $4,662+21.3% |
| Participant deferral / active EE | $1,985 | $6,964-71.5% | $6,035-67.1% | $6,690-70.3% |
| Admin fee / account holder | $599 | $16,658-96.4% | $12,695-95.3% | $13,392-95.5% |