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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 | $72,940 | $73,848-1.2% | $143,799-49.3% | $68,486+6.5% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | 224101.17% | 0.91%+224100.3pp | -0.04%+224101.2pp | -7.85%+224109.0pp |
| Employer contribution / active EE | $7,399 | $3,184+132.4% | $4,952+49.4% | $2,597+184.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,079 | $5,755+196.8% | $14,677+16.4% | $5,404+216.1% |