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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 | $37,461 | $217,432-82.8% | $185,851-79.8% | $167,553-77.6% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 17.36% | 148.43%-131.1pp | 122.11%-104.7pp | 478.89%-461.5pp |
| Employer contribution / active EE | $3,369 | $5,874-42.7% | $5,168-34.8% | $4,840-30.4% |
| Participant deferral / active EE | $549 | $6,357-91.4% | $5,569-90.1% | $6,343-91.4% |
| Admin fee / account holder | $3,710 | $19,820-81.3% | $16,245-77.2% | $12,316-69.9% |