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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 | $95,919 | $148,558-35.4% | $135,925-29.4% | $139,427-31.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 32.60% | 79.22%-46.6pp | 68.25%-35.7pp | 373.27%-340.7pp |
| Employer contribution / active EE | $11,678 | $5,244+122.7% | $4,857+140.4% | $4,752+145.8% |
| Participant deferral / active EE | $2,442 | $8,101-69.9% | $7,759-68.5% | $6,711-63.6% |
| Admin fee / account holder | $19,466 | $12,401+57.0% | $10,764+80.8% | $11,404+70.7% |