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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 | $57,183 | $71,873-20.4% | $86,698-34.0% | $68,490-16.5% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | 128.92% | 3.54%+125.4pp | 35.96%+93.0pp | -7.85%+136.8pp |
| Employer contribution / active EE | $19,308 | $2,173+788.4% | $2,837+580.6% | $2,597+643.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,676 | $6,110+9.3% | $7,492-10.9% | $5,403+23.6% |