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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 | $32,526 | $175,259-81.4% | $149,723-78.3% | $139,487-76.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.63% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.2pp |
| Employer contribution / active EE | $15,496 | $5,478+182.9% | $4,821+221.4% | $4,755+225.9% |
| Participant deferral / active EE | $650 | $6,522-90.0% | $5,682-88.6% | $6,713-90.3% |
| Admin fee / account holder | $1,722 | $16,158-89.3% | $13,215-87.0% | $11,407-84.9% |