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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 | $114,119-83.0% | $107,187-81.9% | $138,895-86.0% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 79.9%+6.7pp |
| Annual return | 16.22% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $9,820 | $4,059+141.9% | $3,782+159.6% | $4,194+134.1% |
| Participant deferral / active EE | $1,175 | $5,538-78.8% | $5,096-76.9% | $6,396-81.6% |
| Admin fee / account holder | $6,090 | $10,024-39.2% | $9,162-33.5% | $12,562-51.5% |