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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 | $80,160 | $93,345-14.1% | $119,126-32.7% | $87,485-8.4% |
| Participation rate | 96.2% | 68.7%+27.4pp | 75.8%+20.4pp | 68.9%+27.2pp |
| Annual return | 16.10% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,420 | $3,172-23.7% | $4,034-40.0% | $2,596-6.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,144 | $8,039-85.8% | $10,693-89.3% | $7,775-85.3% |