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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 | $40,383 | $166,268-75.7% | $165,100-75.5% | $145,897-72.3% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 23.85% | 100.52%-76.7pp | 70.21%-46.4pp | 552.29%-528.4pp |
| Employer contribution / active EE | $2,526 | $5,284-52.2% | $4,348-41.9% | $4,663-45.8% |
| Participant deferral / active EE | $1,333 | $6,964-80.9% | $6,035-77.9% | $6,689-80.1% |
| Admin fee / account holder | $366 | $16,659-97.8% | $12,696-97.1% | $13,390-97.3% |