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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 | $79,473 | $217,432-63.4% | $185,851-57.2% | $167,553-52.6% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 11.77% | 148.43%-136.7pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $3,447 | $5,874-41.3% | $5,168-33.3% | $4,840-28.8% |
| Participant deferral / active EE | $2,007 | $6,357-68.4% | $5,569-64.0% | $6,343-68.3% |
| Admin fee / account holder | $2,000 | $19,820-89.9% | $16,245-87.7% | $12,316-83.8% |