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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 | $101,628 | $81,870+24.1% | $119,634-15.1% | $68,490+48.4% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.4pp | 67.9%+27.8pp |
| Annual return | 37.17% | -23.82%+61.0pp | -14.98%+52.1pp | -7.85%+45.0pp |
| Employer contribution / active EE | $5,559 | $2,692+106.5% | $4,232+31.3% | $2,597+114.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,385 | $6,583-79.0% | $10,329-86.6% | $5,403-74.4% |