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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 | $212,386-56.5% | $199,883-53.8% | $138,895-33.5% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.8%+8.2pp | 79.9%+15.1pp |
| Annual return | 18.43% | 47.75%-29.3pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,945 | $6,625-55.5% | $6,261-53.0% | $4,194-29.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,945 | $18,233-78.4% | $17,268-77.2% | $12,562-68.6% |