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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 | $88,212 | $58,311+51.3% | $81,882+7.7% | $80,959+9.0% |
| Participation rate | 97.1% | 63.5%+33.7pp | 72.4%+24.8pp | 67.7%+29.5pp |
| Annual return | 13.69% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $8,735 | $2,347+272.2% | $2,916+199.6% | $2,757+216.8% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,959 | $4,752-37.7% | $7,360-59.8% | $6,925-57.3% |