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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 | $92,322 | $227,291-59.4% | $214,702-57.0% | $155,188-40.5% |
| Participation rate | 95.0% | 88.0%+7.0pp | 87.5%+7.5pp | 80.8%+14.2pp |
| Annual return | 18.43% | 60.08%-41.6pp | 54.55%-36.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,945 | $6,772-56.5% | $6,461-54.4% | $4,248-30.7% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,945 | $20,413-80.7% | $19,830-80.1% | $14,480-72.8% |