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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 | $39,300 | $183,592-78.6% | $155,574-74.7% | $145,877-73.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 16.17% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,349 | $5,317-74.6% | $4,676-71.1% | $4,663-71.1% |
| Participant deferral / active EE | $1,446 | $6,466-77.6% | $5,629-74.3% | $6,691-78.4% |
| Admin fee / account holder | $24,449 | $19,316+26.6% | $15,914+53.6% | $13,402+82.4% |