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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 | $110,173 | $77,449+42.3% | $69,483+58.6% | $152,909-27.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.5%+6.4pp |
| Annual return | 20.36% | 39.09%-18.7pp | 28.99%-8.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $2,868 | $3,316-13.5% | $2,780+3.2% | $4,764-39.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $521 | $6,210-91.6% | $3,841-86.4% | $11,601-95.5% |