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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 | $37,181 | $159,934-76.8% | $147,005-74.7% | $145,959-74.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.47% | 98.24%-87.8pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,513 | $5,287-52.5% | $4,934-49.1% | $4,661-46.1% |
| Participant deferral / active EE | $576 | $8,427-93.2% | $8,070-92.9% | $6,689-91.4% |
| Admin fee / account holder | $316 | $15,053-97.9% | $13,006-97.6% | $13,398-97.6% |