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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 | $19,440 | $129,737-85.0% | $119,126-83.7% | $154,746-87.4% |
| Participation rate | 86.7% | 78.9%+7.8pp | 75.8%+10.9pp | 80.7%+6.0pp |
| Annual return | 16.22% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $9,820 | $4,375+124.5% | $4,034+143.5% | $4,379+124.2% |
| Participant deferral / active EE | $1,175 | $5,842-79.9% | $5,318-77.9% | $6,730-82.5% |
| Admin fee / account holder | $6,090 | $11,961-49.1% | $10,693-43.1% | $14,365-57.6% |