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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 | $72,101 | $98,776-27.0% | $149,745-51.9% | $79,856-9.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 21.25% | 27.38%-6.1pp | 276.72%-255.5pp | 31.71%-10.5pp |
| Employer contribution / active EE | $5,877 | $3,217+82.7% | $4,646+26.5% | $2,471+137.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,304 | $6,053-61.9% | $9,312-75.3% | $5,306-56.6% |