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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 | $40,696 | $111,814-63.6% | $103,378-60.6% | $145,978-72.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 22.09% | 24.80%-2.7pp | 24.91%-2.8pp | 550.52%-528.4pp |
| Employer contribution / active EE | $6,000 | $4,215+42.3% | $3,870+55.0% | $4,662+28.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,625 | $9,764-11.7% | $8,401+2.7% | $13,400-35.6% |