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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 | $94,421 | $118,695-20.5% | $98,916-4.5% | $158,950-40.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 15.37% | 372.39%-357.0pp | 196.45%-181.1pp | 302.91%-287.5pp |
| Employer contribution / active EE | $767 | $3,333-77.0% | $2,689-71.5% | $4,762-83.9% |
| Participant deferral / active EE | $857 | $5,088-83.2% | $4,245-79.8% | $5,983-85.7% |
| Admin fee / account holder | $17,324 | $10,132+71.0% | $6,642+160.8% | $11,248+54.0% |