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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 | $30,012 | $181,062-83.4% | $158,223-81.0% | $155,188-80.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 17.81% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,669 | $4,565-41.5% | $4,109-35.0% | $4,248-37.2% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $406 | $18,825-97.8% | $16,047-97.5% | $14,480-97.2% |