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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 | $139,400 | $149,679-6.9% | $117,039+19.1% | $147,586-5.5% |
| Participation rate | 93.8% | 83.5%+10.3pp | 77.2%+16.6pp | 82.8%+10.9pp |
| Annual return | 13.98% | 19.31%-5.3pp | 18.95%-5.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $3,430 | $4,937-30.5% | $3,785-9.4% | $4,876-29.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $744 | $7,856-90.5% | $5,974-87.5% | $10,886-93.2% |