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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 | $26,935 | $148,623-81.9% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 112.53% | 79.30%+33.2pp | 68.30%+44.2pp | 373.66%-261.1pp |
| Employer contribution / active EE | $2,152 | $5,246-59.0% | $4,859-55.7% | $4,754-54.7% |
| Participant deferral / active EE | $2,177 | $8,103-73.1% | $7,760-71.9% | $6,712-67.6% |
| Admin fee / account holder | $1,904 | $12,406-84.7% | $10,767-82.3% | $11,409-83.3% |