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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 | $92,251 | $134,817-31.6% | $123,973-25.6% | $155,188-40.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 9.48% | 515.49%-506.0pp | 388.13%-378.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $5,033 | $4,425+13.7% | $4,126+22.0% | $4,248+18.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $328 | $13,245-97.5% | $11,799-97.2% | $14,480-97.7% |