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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 | $122,334 | $201,372-39.3% | $184,260-33.6% | $145,884-16.1% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | 21.47% | 29.04%-7.6pp | 28.84%-7.4pp | 551.85%-530.4pp |
| Employer contribution / active EE | $5,427 | $7,024-22.7% | $6,427-15.6% | $4,662+16.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $733 | $16,362-95.5% | $13,898-94.7% | $13,392-94.5% |