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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 | $70,076 | $81,504-14.0% | $102,437-31.6% | $80,959-13.4% |
| Participation rate | 96.3% | 66.9%+29.4pp | 74.5%+21.8pp | 67.7%+28.6pp |
| Annual return | 89.48% | 25.60%+63.9pp | 24.95%+64.5pp | 35.67%+53.8pp |
| Employer contribution / active EE | $2,330 | $3,104-24.9% | $3,871-39.8% | $2,757-15.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,187 | $6,719-82.3% | $8,388-85.8% | $6,925-82.9% |